What Is Planned Giving Anyway?

Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.

Planned gifts are sometimes referred to as “stop-and-think” gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than from disposable income, and come to fruition upon your death. A misconception is that planned giving is only for the “wealthy.” The truth is, even people of modest means can make a difference through planned giving.