Planned Giving

How Does Planned Giving Work?

Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.

Planned gifts are sometimes referred to as deferred gift. The process can be administered with help from your financial advisers. Often, these gifts are made from assets in your estate rather than disposable income, and are distributed upon death.

The most common planned gift is a bequest in your will or living trust. Other planned gifts include:

  • A charitable gift annuity
  • A charitable remainder trust
  • A charitable lead trust
  • An endowment fund
  • Retirement plan assets
  • Life insurance policies
  • A remainder interest in your home

Anyone with money in their estate can be a planned gift donor, you don’t have to be wealthy.

To set up your planned gift, call Stephanie Ward at 972 272-4429 X232  to learn how you can support our mission while ensuring your family’s financial security.