Planned Giving Fact Sheet - Make a Planned Gift to The Autism Project


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Planned Giving

What are planned gifts?*

  • Planned gifts are a variety of charitable giving methods that allow a donor to express his/her personal values by integrating their charitable, family and financial goals
  • Making a planned charitable gift usually requires the assistance of the charity’s development professional and/or a knowledgeable advisor such as an attorney, financial planner, or CPA to help structure the gift
  • Planned gifts can be made with cash, but many planned gifts are made by donating assets such as stocks, real estate, art pieces, or business interests—the possibilities are endless
  • Planned gifts can provide valuable tax benefits and/or lifetime income for the donor, their spouse or other loved ones
  • The most frequently-made planned gifts are bequests to charities, made through a will
  • Other popular planned gifts include charitable trusts and charitable gift annuities

* As defined by the National Committee on Planned Giving

Why should someone consider a planned gift?

Many people want to make charitable gifts but need to do so in a way that helps meet their other personal, family, or financial needs. Planned gifts give donors the option for making their charitable gifts in ways that may allow them to:

  • Make a larger charitable gift than they thought possible
  • Increase their current income
  • Plan for the financial needs of a spouse or loved one
  • Provide inheritances for their heirs at a reduced tax cost
  • Reduce their income tax and/or avoid capital gains tax
  • Diversify their investment portfolio
  • Receive income from their personal residence or farm
  • Plan for the transfer of their business
  • Leave a charitable legacy for future generations

Making a gift through a Bequest in a Will

  • According to a study by the National Committee on Planned Giving:
    • 11 percent of Americans have earmarked a charity in their will or made another form of a planned gift
    • One out of every four Americans plans to add a charitable beneficiary to their will
    • More than two fifths of those who have already provided for a charity in their will are younger than 55
  • A bequest is one of the easiest and common ways for a donor to make a planned gift
  • Bequests work well for those who are unable to make an immediate gift but want to support a charity at some point in the future
  • Enables a donor to make a significant gift that may not have been possible during their lifetime
  • Tax laws encourage bequests
  • General bequests are the most popular way to make a gift by will – the donor leaves a specified dollar amount to their charity of choice
  • Wills are revocable, and may be altered as life circumstances change
  • A bequest may provide for a specific dollar gift, a percentage of an estate, or specific asset(s) to be given to a charity in support of its various programs and services
  • Bequests can be designated for a specific purpose or given without restriction

Sample Bequest Wording

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