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Types of Planned Gifts

Investment tools include real estate, retirement plans, trusts.

A planned gift can be either a current or a deferred gift.  Learn about different types of gifts by looking at the "Gifts & Goals" chart or choosing one of the links below.

The information on this site is not intended to be legal, tax, or investment advice. Please consult your attorney and/or personal financial advisor to obtain this information.

Charitable Gift Annuities

Are deferred gifts which can provide fixed annual payments during the donor or donors’ lifetimes. The residual value of the charitable gift annuity will pass to the charity.
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Charitable Remainder Trusts

Are deferred gifts which can provide lifetime income for the donor or donors with the remainder going to the charity at the trust’s termination.
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Charitable Lead Trusts

Are current gifts which can provide a temporary income to the charity with the remainder of the trust assets returning to the donor or their heirs at the trust’s termination.
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Current Outright Gifts

Are current gifts, generally made with cash or appreciated assets which are usually easy to give and can often offer immediate tax benefits.
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Retirement Account Assets

Are used to fund either current or deferred charitable gifts.
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Real Estate Assets

Are used to make either current or deferred charitable gifts.
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Retained Life Estate Agreements

Are contractual agreements made between the charity and a donor in which the donor deeds real estate to the charity today and reserves the right to reside in or use the property for life.
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Life Insurance Policies

Are used to make either current or deferred charitable gifts depending on the type of policy and the donor’s intentions.
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Revocable Living Trusts

Are used to make charitable gifts during life or after death.
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Bequests

Are deferred gifts of property made by a will.
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