Making a Difference - Charitable Gift Planning

  Charitable giving refers to the gifts we make each year to help organizations achieve their goals.

Each year, billions of dollars are contributed by individuals, foundations, and corporations to charitable organizations.  There are many opportunities and benefits for charitable giving that bring personal satisfaction while helping an organization that we are supportive of. 

Planned giving today includes lifetime gifts, transfers by wills and many other vehicles tailored to address a variety of situations for people at all levels of giving ability.

Consider five questions: 

  1. Who will be personally impacted?
  2. Who can receive charitable gifts?
  3. What are the “me” benefits of giving?
  4. What vehicles can be used?
  5. What advanced strategies can you use?

We can help you address these five questions.  Leaving a legacy through charitable contributions - making the most of them for the organization, yourself, and your heirs - is an achievable goal.


The opportunities to create a legacy are there.  It’s up to you, the donor, to use them to your greatest advantage. 

Charitable Giving Options

The following is a short list of the major ways in which people normally donate money and

property to charity. Some are easy to implement and others are more difficult… and each has

different benefits, costs and tax consequences.

1. Gifts of cash or property with no restrictions as to their use

2. Gifts of cash or property tied to a particular use

3. Naming a charity as the owner and beneficiary of a life insurance policy

4. Charitable Gift Annuities

5. Donor Advised Funds

6. Pooled Income Funds

7. Charitable Remainder Trusts

8. Charitable Lead Trusts

9. Private Foundations