With maturity and wisdom often comes an interest in ensuring that the people we care about, as well as the values that have played important roles in our own lives, are protected both now and in the future.
With strategic planning you may find a planned-giving vehicle that lets you address your own financial concerns and challenges while also allowing you to create a legacy that will extend the benefits of your generosity far into the future and on a much broader scale.
With all the options available, which is the best one for you? Since the various gift plans offer tremendous benefits for you, the donor, you should base your strategy on your individual situation, just as you have done with all of your financial planning. Below are some ways to begin.
Familiarize yourself with the options and their benefits by comparing the gift plans side by side.
Or see the various strategies as they apply to people with goals and concerns similar to yours by using our interactive Life Stage Gift Planner™.
Do you have specific concerns you would like addressed first? Then look below to find the starting point for your philanthropic strategy.
© Pentera, Inc. Planned giving content. All rights reserved.