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What is 
Planned Giving?

From finding cures, healthcare research, scientific studies, feeding the needy, education, funding scholarships, the arts... you name it... planned Giving is a way to make dreams come true. 

Planned gifts are critical. A typical planned gift is about 200 times a donors largest annual gift. We urge you to watch the video below and then visit PlannedGiving.Com to learn how our services can make your job easier and help your organization raise more and larger gifts ... from simple beneficiary designation, to gifts that provide income, and even gifts that protect assets.

FREE 
INFORMATION

SOLID 
EDUCATION

LOTS OF 
IDEAS

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This is a quick resource to help you "get" planned giving.

Viken Mikaelian, CEO, PlannedGiving.Com
Use this video for free on your website.

How it works

What is Planned Giving?

Average Folks. Large Impact.

Planned giving, sometimes referred to as gift planning, is a major gift that uses current tax laws to maximize the gift's impact on the organization and return financial benefits to the donor. It enables philanthropic individuals or donors to make larger gifts than they could make from their income. While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate.

Thus, by definition, a planned gift is any major gift, made in lifetime or at death as part of a donor's overall financial and/or estate planning.

An Easier Gift. With Flexibility.

By contrast, gifts to the annual fund or for membership dues are made from a donor's discretionary income, and while they may be budgeted for, they are not planned.

Whether a donor uses cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, a retirement plan, etc., the benefits of funding a planned gift can make this type of charitable giving very attractive to both donor and charity. 

For specific, commonly asked questions on planned gifts, or gift planning in general, refer to our Answers pages.

Meet our team

The 3 types of planned gifts.

First, outright gifts that use appreciated assets as a substitute for cash;

Second, gifts that return income or other financial benefits to the donor in return for the contribution; 

Third, gifts payable upon the donor's death.

FAQs

Which gift plans return income to donors?

Charitable gift annuities make fixed payments, starting either when the gift is made (an immediate-payment gift annuity) or at a later date (a deferred or flexible gift annuity). 

Some organizations maintain pooled income funds, which commingle donations, pay beneficiaries variable depending on the earnings of the fund, and generally operate like a charitable mutual fund. 

Charitable remainder unitrusts and annuity trusts are individually managed trusts that pay the beneficiaries either a fixed percentage of trust income or a fixed dollar amount.

FAQs

What are the tax benefits of planned gifts?

Donors can contribute appreciated property, like securities or real estate, receive a charitable deduction for the full market value of the asset, and pay no capital gains tax on the transfer.

Donors who establish a life-income gift receive a tax deduction for the full, fair market value of the assets contributed, minus the present value of the income interest retained; if they fund their gift with appreciated property they pay no upfront capital gains tax on the transfer. 

Gifts payable to charity upon the donor's death, like a bequest or a beneficiary designation in a life insurance policy or retirement account, do not generate a lifetime income tax deduction for the donor, but they are exempt from estate tax.

FAQs

Learn and Prosper

Improve your gift planning skills and see your career soar.

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Pocket Guide

THREE VERSIONS
For Fundraisers
For Board and Volunteers
For Beginners and Staff
Everyone on your team should "dabble" in planned giving.

Order now
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E-Marketing

ALL THE TOOLS YOU NEED
Planned Giving Websites
Advisor Websites
Landing Pages
Donor Surveys
eMarketing

Overview
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People Business

OUR BELIEF SYSTEM
Some make a living by complicating planned giving. We make our living by keeping it simple.

It's a people business. 
Not a legal business.

Trust Us Today
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Online Calculators

THREE VERSIONS
For Fundraisers 
For Donors and Advisors 
Bequest Expectancy Calculator
It's free for the time being.

Do a Calculation
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A Must Have Toolkit

PLANNED GIVING IN A BOX
Website and Outreach
Back Office Tools
Building Relationships
Step by step instructions with all the tools and forms you need.

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Workshops

MONTHLY
Great Speakers. Timely Topics.
Held in Valley Forge, PA.
Convenient, professional environment with ample free parking.
Advanced, intermediate, beginners.

See Schedule
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Webinars

MONTHLY
Great Speakers. Timely topics.
From fundraising to personal productivity.

See Schedule
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Yearly Conference

LEARN. NETWORK. GROW.
Great speakers. Timely Topics.
Don't miss this event.
Breakfast, lunch and happy hour included!.
Founders: Viken Mikaelian, Stuart Sullivan, Meredith Sossman.

Be Part of It
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Giving Tomorrow™

MONTHLY MAGAZINE
For Fundraisers 
For Donors and Advisors 
Bequest Expectancy Calculator
It's free for the time being.

Subscribe With Benefits
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Content. Content.

DOCUMENTS YOU NEED
Letters, Articles, Columns
Advisor & Financial Content
Videos, Inforgraphics
Brochure Copy, Gift Specification Sheets, Videos, Agreements, Gift Acceptnce, Marketing Plans

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