Planned giving encompasses quite a collection of gift ideas. It begins with a desire to give a gift to the school or the school’s endowment, often in support of a favorite program, and develops into a conversation about how best to make that happen.
These types of gifts typically involve tax advantages to the donor and are often – but not always – developed in conjunction with one’s estate plans. Some planned gifts are immediate or outright, such as a gift of real estate. Others are deferred, such as a bequest in one’s will. Others generate life income back to the donor, such as a charitable gift annuity.
Many people hold the misconception that making a “major gift” to the school is impossible when thinking of their financial security and that of their heirs. What you may discover with a planned gift is that often:
Please review your personal estate objectives and circumstances with your legal and financial advisors.
For additional information or to request a free bequest kit, please contact Director of Development Melinda Perry at 260-436-8786 or firstname.lastname@example.org.