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Learn About Gift Planning
Welcome to planned giving! Charitable gifts help us meet our current goals and reach farther in the future. But did you know that a planned gift to the DRI Foundation can help you achieve your goals as well by protecting your property, providing for your family, and guaranteeing you a life income? What and how to give depends on your situation. The DRI Foundation’s staff is ready to work with you and your advisors, in confidence and without obligation, to help you determine the best possible methods of giving, depending upon your circumstances. Please feel free to contact us for more information about any of the options covered on this site.
Gift Planning Blog
Accelerating Testamentary Gift Can Yield Major Savings
August 2018 -- Following the passage of the Tax Cuts and Jobs Act (TCJA) at the end of 2017, philanthropic American taxpayers are facing steeper hills to climb in pursuit of estate-tax savings ... Read more
A Charitable Gift Plan for Investors That Accomplishes Four Objectives
July 2018 -- Charitable gifts of stock that can save capital-gain tax and accomplish several other objectives Read more
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