With maturity and wisdom often comes an interest in ensuring that the people we care about, as well as the values that have played important roles in our own lives, are protected both now and in the future.
With strategic planning you may find a planned-giving vehicle that lets you address your own financial concerns and challenges while also allowing you to create a legacy that will extend the benefits of your generosity far into the future and on a much broader scale.
With all the options available, which is the best one for you? Since the various gift plans offer tremendous benefits for you, the donor, just as with all of your financial planning, your strategy will be based on your individual situation. Below are some ways to begin.
Option 1: Compare Gift Plans
Familiarize yourself with the options and their benefits by comparing the gift plans side by side.
Option 2: Life Stage Gift Planner™
Or see the various strategies as they apply to people with similar goals and concerns as yourself by using our interactive Life Stage Gift PlannerTM.
Option 3: Specific Concerns
Do you have specific concerns you would like addressed first? Then look below to find the starting point for your philanthropic strategy.
Next Steps
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer