Why a Planned Gift?
Planned Giving is when the values of an institution align with a donor’s own values to the extent that it becomes the donor’s belief that these values should be preserved for the future. It requires thought, as well as planning, and is generally made by a donor near the end of his or her lifetime.
Planned giving is a powerful tool that can:
- Provide an income for life and reduce or eliminate capital gains.
- Generate a charitable tax deduction or reduce or eliminate gift and estate tax.
- Provide a much larger gift to the College of Medicine – Phoenix than you ever thought possible.
Types of Planned Gifts
- Bequests.
- Life income gifts.
- Retirement plan gifts.
- Life insurance gifts.
- Charitable lead trusts.
- Real estate gifts.
- Tangible personal property.