Plan Your Giving Strategy

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How can I plan to support my favorite causes through a bequest?

Plan Your Giving Strategy

Planned giving is a career focus for many fundraisers, but it is also an activity that any individual with the desire to strategically donate to charity during his lifetime and beyond should consider undertaking.

Planned giving integrates sound personal, financial, and estate-planning concepts with your plans for lifetime or testamentary giving. A planned gift has tax implications and is often transmitted through a legal document, such as a will or a trust.

   

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Jennifer Mathes, Ph.D.