Planned giving is a way for a benefactor to provide a structured gift to the recipient of their choice. A planned giving initiative affords maximum flexibility in the type of gift passed to an, entity, or cause the donor wishes to support. Planned giving is increasingly the preferred way to leave a personal legacy and help others.

Through careful planning, the donor may use cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, a retirement plan or annuity, or other asset classes to benefit and fund a designated gift. The key is to engage legal and other professional advisors when contemplating a planned gift within the structure of your estate plan.

Carefully created planned giving programs may provide opportunities to maximize gifts through tax and estate planning vehicles which can increase bequests with little impact on the benefactor’s lifestyle. Planned giving initiatives and options are now very well established and utilized. Together with your advisors, The Counselors will work with you to identify the most appropriate and effective plan for both parties.