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Planned Giving

The act of giving, in life or in death, says something about us. It is a reflection of who we are and what we believe in. Planned giving is a way to ensure your beliefs live on and your hopes for the future are realized in your absence. If you have not been able to give during your lifetime, planned gifts provide an opportunity to leave a lasting legacy.

Planned gifts are specific kinds of donations in which the donor benefits immediately and the charity benefits at the time of the donation, or in the future. For those who wish to take comfort in knowing that their gifts are being put to use right away, there are planned giving options that will benefit the cause without delay.

How will you leave your legacy?

Knowing you are leaving a legacy can be personally satisfying. How you leave your legacy is entirely up to you. Financial advisors can help you to develop a plan suited to your needs; a plan that ensures the well-being of you and your family, maximizes your tax benefits, and makes a difference the health of your community.

Although there are many ways to leave a planned gift, the most common include:

  • Bequests through wills
  • Gifts of life insurance
  • Gifts of securities
  • Establishing a scholarship
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