Definitions for "Planned Giving"
The integration of personal, financial, and estate planning concepts with an individual donor's plans for lifetime giving.
Supporting The Blake School through a gift that benefits both the school and the donor. Tax laws are designed to encourage charitable giving, and there are numerous options that create tax savings and/or increased lifetime income.
An effort to identify and cultivate a person for the purpose of generating a major gift that is structured and that integrates sound personal, financial, and estate-planning concepts with the prospect's plans for lifetime or testamentary giving. A planned gift has tax implications and often is transmitted through a legal instrument, such as a will or trust.