Generally speaking, planned gifts represent gift options that can be designed to meet your personal philanthropic and financial goals. Some planned gifts, such as a gift in your will, require no current outlay of funds at all. And other planned gifts, including the charitable gift annuity, make it possible to support our work, enjoy a tax deduction if you itemize, and receive a lifetime income at the same time.

In this unpredictable and challenging economic climate, a planned gift can be a rewarding way to make a difference in others’ lives. Please contact us if we can provide more information or help you in any way.

P.S. We invite attorneys, CPAs, financial planners, and other professional advisors to click the “Professional Advisors” link to use our Planned Giving Answers Online program. It provides more detailed information about planned giving concepts and techniques.

In This Together

The COVID-19 pandemic has changed almost everything. Life has been interrupted and interactions curtailed. Communities are engaged in social distancing, travel constraints, and social isolation. And today’s superheroes are the doctors, nurses, and medical workers who labor tirelessly to care for the sick, contain the spread, and develop treatments to conquer the virus.

Clearly, however, one thing has not changed—communities that are dedicated to caring.

Living amid the disruption of the coronavirus provides all of us an opportunity to think deeply about caring—our core values, those we love, the institutions we treasure, and the legacy we intend to leave. Our staff is still working to provide assistance to our supporters and donors. The SECURE Act of 2019 and the CARES Act of 2020 include provisions that may impact your planning. If we can be of assistance, it would be our pleasure to work with you and your advisors to examine changes that affect you and options that may benefit your personal planning.

Thank you for your support, and please accept our sincere wishes for good health and endurance during these trying times.