What are Planned Gifts?
Sam Saladino
sam@trinityfiduciary.com

Planned gifts are charitable gifts that require some planning before they are made.  They are popular since they can provide tax and/or income benefits to the donor.

Making a planned charitable gift usually requires the assistance of the charity's development professional and/or a knowledgeable advisor such as an attorney, financial planner, or CPA to help structure the gift.

Planned gifts can be made with cash, but many planned gifts are made by donating assets such as stocks, real estate, art pieces, or business interests-the possibilities are endless.

Why should I make a planned gift?
Many people want to make charitable gifts but need to do so in a way that helps meet their other personal, family, or financial needs. Planned gifts give you options for making charitable gifts in ways that may allow you to:

• Make a larger charitable gift than you thought possible
• Increase your current income
• Plan for the financial needs of a spouse or loved one
• Provide inheritances for your heirs at a reduced tax cost
• Reduce your income tax and/or avoid capital gains tax
• Diversify your investment portfolio
• Receive income from your personal residence or farm
• Plan for the transfer of your business
• Leave a charitable legacy for future generations

To learn more about giving a planned gift or using a planned gift program to raise funds, please complete this form or call 866.716.0077.

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