| 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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