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Planned Giving Defined
 
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  A planned gift is a significant gift to charity, which results from the donor's planning process and considers the effects of this gift upon the donor's financial and estate plans.

Regardless of the dollar amount, a planned gift is significant to the donor. It emerges from a planning process that focuses on appropriateness. Planned gifts are not made in a vacuum. They must have context within a person's financial and estate plans. Planned gifts should always reflect the best match between a donor's interests and an organization's needs.

Planned gifts may or may not produce income for a donor, and they create a gift to charity that may or may not be deferred. They can be simple or complex. Sometimes tax benefits will result, sometimes not. What ultimately matters is the appropriateness of the gift for donor and charity. Planned gifts should make this match.

 

 
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