Planned giving is a process by which you plan your charitable donations in advance, allowing you to achieve your philanthropic goals while maximizing tax benefits and other financial advantages. Consequently, a planned gift benefits donors and their families, as well as the recipient charity.
Become a member of the Planned Giving Society by including bequests in your will, a gift of life insurance, a portion of your retirement fund, an annuity, trust, or other residual interest gifts.
If you have not done so already, it is time to give some thought to the disbursement of your assets. Naturally, your family should be your primary concern, but also consider giving back to organizations that had a meaningful impact on your life.
For more information about making a legacy gift and becoming a member of the Planned Giving Society, please contact Kim Morton, Director of Advancement & Communications at firstname.lastname@example.org or call 705-732-4351.