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.
A planning process that considers the effects of a gift to charity and the donor's estate.
Establishing charitable giving direction, often with tax benefits associated, prior to one's death.
Including philanthropy in estate planning establishes a legacy of giving. Donors employ a variety of planned giving vehicles, such as charitable remainder trusts and charitable lead trusts.
Making gifts to charity resulting from a planning process which considers the effects of the gift on your estate.
Any gift given for any amount and for any purpose whether for current or deferred use, which requires the assistance of a professional staff person, a qualified volunteer or the donor's advisors to complete. In addition, it includes any gift that is carefully considered by a donor in light of estate or financial plans.
The making of gifts to a charity, resulting from a planning process which considers the effects of the gift upon the donor's estate.
A charitable gift designed to maximize your tax and estate planning goals and benefits.
Planned Giving is an area of fundraising that refers to several specific gift types that can be funded with cash or property. These gift vehicles are based on United States tax law. The specific rules of planned giving are defined by the United States Congress and the Internal Revenue Service.