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Planned Giving

Planned giving is the process of donating planned gifts.

A planned gift is a contribution that is arranged in the present and allocated at a future date.

Commonly donated through a will or trust.

Types of planned gifts:
• BEQUEST
• CHARITABLE REMAINDER TRUST
• GIFTS OF APPRECIATED SECURITIES
• LEAD TRUSTS
• LIFE INSURANCE
• IRA BENEFICIARY DESIGNATION
• REAL ESTATE GIFT