What does "planned giving" mean?
A planned gift is a philanthropic gift and legacy that is funded either during your lifetime or after your death. The gift is part of a larger estate-planning process in which you decide how certain assets are to be distributed upon your death-hence the use of the word "planned." For many individuals, a planned gift may simply be an amount or percentage of an estate that is specified in a will.
Who should consider planned giving?
You should consider a planned gift when you are planning your estate. No matter what your income level or the size of your estate, you should consider leaving a planned gift as part of your overall philanthropy.
Planned gifts can include:
- Charitable remainder trusts
- Charitable lead trusts
- Life insurance gifts
- Closely held stock
- Retirement plans
How can I go about making a planned gift?
University Advancement's development and alumni relations staff members are here to help.
Call 573.592.4220 or 1.800.995.3195 (extension 4220) or email firstname.lastname@example.org.