A-Z Index

Planned Giving

Planned gifts, sometimes called deferred gifts, are a method of making a charitable contribution in which some or all components of the gift are only distributed after some event or some period of time has passed, such as after a person's lifetime. A well-established planned gift can help allow the charitable gift to avoid estate taxes that may apply if the gift is instead included in the donor's estate. Planned giving mechanisms also can provide benefits for the donor during his or her lifetime, including tax deductions and income.