Planned giving is the act of making a charitable gift, often through a will or estate plan, to support a cause you care about. It allows individuals to make a lasting impact in the lives of the clients we serve today, but also their children and children’s children.
Planned giving can also provide tax benefits and help individuals meet their philanthropic goals while also providing for their loved ones. By including planned giving as part of their charitable giving strategy, individuals can leave a legacy of generosity and support for the causes they believe in.