More and more people are choosing to make a difference for the future through planned or deferred gifts. If there are causes dear to your heart, planned gifts allow you to give more and to
give wisely.
They give you more control over how your contribution is used and where it goes. Better yet, you can still ensure your extended family is well looked after once you’re gone and there need not be any impact on your lifestyle in the here and now.
A valid will is the means to guarantee that your decision to make planned gifts will be honoured. It’s also a wise idea to consult with a financial or legal advisor, who can help determine what options work best for you, especially since there can be tax benefits.
Your planned gifts can be part of your financial and estate planning. Charitable gift annuities, real estate, stocks and bonds, gifts of publicly traded securities, endowments and bequests are
some of the options. Let the pros deal with the red tape, while you do what matters by contributing to a better tomorrow.
