What is planned giving?
The term "planned giving" refers to charitable gifts that require some planning before they are made. Planned gifts are popular because they can provide you with valuable tax benefits and/or income for life.
Whether you use cash, securities, or other assets (such as real estate), the benefits of planned giving can be very beneficial both to you and to Wentworth.
Potential benefits
- You can increase the current income for you or your loved ones.
- You can reduce your income tax.
- You can avoid the capital gains tax.
- You can pass your assets to your loved ones with reduced estate taxes.
- You can make a significant donation to Wentworth.
Choosing a planned gift
We understand that planning your estate can be a very daunting task, and that there are many options to choose from. This planned giving comparison chart is a good place to start comparing your options.
In addition, please don't hesitate to contact us if you have questions about any of the options below, or if you would like to hear about less common types of planned giving. We are here to help explain the intimidating legal language in an easy, down-to-earth, step-by-step manner.
Please note that information and calculations are for illustration purposes only and should not be considered legal, accounting, or other professional advice. Your actual benefits may vary depending on the timing of the gift.
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