Planned Giving A planned gift is an investment in the future of your favorite charity or charities that ensures the means to continue that charities mission into the future. Donors are encouraged to make a bequest in a Will or Living Trust to benefit the charity of their choosing. Why a Planned Gift? Planned giving […]
So you have your estate plan all planned out, right? You have a will or a living trust in place with financial Powers of Attorney and Advanced Health Care Directives in place and the titles and beneficiary designations to all assets are done properly. You’re all set, right?