A planned gift allows you to leave a lasting impact while also meeting your individual financial and estate planning goals. Depending on the gift arrangement and your circumstances, you may be able to avoid capital gains taxes, reduce your estate taxes, or receive an income tax charitable deduction in a variety of ways.

Planned gifts connect your personal legacy to the clients we serve, and provide critical support for the organization’s programs and initiatives. While many nonprofit organizations rely on annual cash contributions to support their operating budgets, planned gifts and estate gifts typically provide an assured, long-term base of support that can transform an organization and leave a lasting impact.