Planned Giving

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What is Planned Giving?

  • A gift made after deliberate consideration through a financial or estate plan
  • A gift that requires some type of legal documentation
  • A gift made from assets, not current income
  • A gift that has tax advantages under current law
  • A gift that is arranged now to provide funds to Plan

Planned Giving is a donation method that helps you balance your personal financial goals and your charitable interests while realizing significant tax benefits. “Planned giving” is a term commonly used to describe a wide variety of giving vehicles that allow you to give to charity during your lifetime and/or after your death, while meeting your current income needs and providing for your heirs. Planned giving is typically done in conjunction with estate planning, and is a viable option for donors of all income levels. You may choose a particular type of gift that does not affect your current income or one that provides you an income in your lifetime. Alternatively, you can create an endowment fund and can name it after your family, or through modest payments of premiums now, you make possible a substantial future gift.

From a donor’s perspective, planned giving is attractive for many reasons. It may allow you to make larger gifts than you otherwise could out of your current assets. Depending on how a planned gift is set up, it may also let you receive a stream of income for life, earn higher investment yield, or reduce your capital gains or estate taxes. Planned gifts often appeal to people who want to benefit a charitable organization but aren’t certain how much of their assets they’ll need for themselves during their lifetimes.

There are various types of planned gifts are possible, ranging from a simple bequest in your will to various kinds of charitable trusts.  With planned giving, donors can realize tangible tax benefits for themselves and their families as well as for IPA. Cash, real estate, stocks, bonds and other financial instruments are all avenues for a planned gift and its resulting tax savings. Donors are also able to fulfill their philanthropic goals by creating a legacy at IPA.

Donors can designate their planned gifts for workshops, educating the public on this neglected social phobia, or to expand research to name just a few. Alternatively, donors can leave their planned gifts as undesignated, which will afford IPA the flexibility to provide funding where the need is greatest.

The right type of planned gift will depend greatly on a donor’s personal situation and objectives. Accordingly, IPA and its experienced staff are committed to helping you discover the best gift planning solution that achieves all of your financial and charitable giving goals.  Planned giving is a classic “win-win” situation for donors and IPA.

Most Popular and Simple Gift Planning Methods
Bequest

 

These gifts may provide tax savings:

Charitable Gift Annuity (CGA)
Charitable Remainder Trust (CRT)
Beneficiary Designations
Charitable Lead Trust (CLT)
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