Common types of planned gifts include endowed funds, charitable trusts, and bequests or devises. Many people also provide planned gifts to charities with assets such as life insurance policies, retirement accounts, gift annuities, and other life income gifts.
It is important for you to discuss your goals and objectives with a professional advisor, such as an attorney, accountant, trust officer, or financial advisor. They will help you set up a planned gift that will make sure that your charitable intent is carried out in the best manner for you, your beneficiaries, and the charitable organization(s) you have selected.
It is important for you to discuss your goals and objectives with a professional advisor, such as an attorney, accountant, trust officer, or financial advisor. They will help you set up a planned gift that will make sure that your charitable intent is carried out in the best manner for you, your beneficiaries, and the charitable organization(s) you have selected.
