"I didn't think about how I could make a meaningful gift to a charity that I cared deeply about until I considered my will. Then it made perfect sense. I could have a significant impact on the future of children at The House without affecting my current life style." -Bequest Donor

What is a Planned Gift?

Planned giving involves deliberate planning and a reliance on a variety of financial and estate planning concepts that benefit both donor and charity. Depending on the planned gift arrangement, the donor can receive tax benefits, lifetime income or make a gift that costs nothing now.

A planned gift is often a substantive gift, aspirational in scope that enables a donor to give beyond the use of current assets. It is a thoughtful, personal decision that occurs when the values of a donor align with the values of an institution. A planned gift enables those values to be preserved into the future.

Examples of Planned Gifts

For over a century, donors have remembered The House of the Good Shepherd in their wills. Naming The House of the Good Shepherd as a beneficiary in your will is one of the simplest planned gifts, but there are others.

Lifetime Gifts

• Gift of Real Estate
• Gift of Appreciated Securities
• Gift of Personal Property

Deferred Gifts

• Beneficiary of a Will
• Beneficiary of an Insurance Policy
• Beneficiary of Retirement Funds
• Trusts

What to Consider

In considering a planned gift, a comprehensive understanding of a donor's financial needs and goals is recommended. This often requires the support of a legal or financial advisor to fully address individualized estate planning, tax planning and long-term financial objectives.

For more information, please call 315.235.7770.