Planned Giving

Contribute to [INSERT ORGANIZATION NAME]’s future by planning for a special gift, such as a bequest in your will, life insurance, or more. There are many creative and flexible planned giving options that can benefit you and our organization.

What Is Planned Giving?

Planned gifts, including gifts from your will or estate, are gifts that anyone can make that may benefit you, your family, and [INSERT ORGANIZATION NAME] today or in the future. You can take advantage of gifts that may help your situation from a tax standpoint today, or gifts that can benefit you and your family upon your passing. Planned gifts are essential to [INSERT ORGANIZATION NAME]’s longevity and mission. Please see below for several ways to make a planned gift. 

Ways To Give

Charitable Bequests in Will – A Fast and Free Way to Support [INSERT ORGANIZATION NAME]

Charitable bequests are made through a will, a legal document that specifies how an individual’s property is to be distributed after death. A bequest made through a will can provide tax benefits to the donor and their heirs as well as provide needed resources for [INSERT ORGANIZATION]’s mission. A charitable bequest in your will is among the easiest and most impactful ways to contribute to our mission. Contact your tax advisor for more information on how a bequest may benefit you and your family.

Gifts of Life Insurance  – A Powerful  Way to Support [INSERT ORGANIZATION NAME]

A planned gift of life insurance is one of the largest gifts that our organization receives, often 200 to 300 times the size of annual gifts. With this in mind, we have recently partnered with LifeLegacy, which has developed a platform to transform life insurance into social good. 

Through LifeLegacy’s platform you can support our nonprofit’s mission in minutes by supplementing your current donations with a legacy life insurance policy to ensure your impact is felt for generations. Click here to make a difference [HYPERLINK CUSTOM URL]

Beneficiary Designations – Popular and Simple 

A beneficiary designation gift is an easy way to make a planned gift to support [INSERT ORGANIZATION NAME]. You can designate us as a beneficiary of a retirement, investment, bank account, or current life insurance policy. The process is very straightforward – most banks and financial institutions will provide you with a form to complete to indicate the beneficiary or beneficiaries and their respective percentages. This form is specific to each financial institution so it will require you to reach out and request it. Once you receive this form you simply name [INSERT ORGANIZATION] as a beneficiary. We’ve made it easy to get started with a beneficiary designation with our preliminary form that gives you specific instructions and our tax identification number to include on the official beneficiary designation form from your bank or financial institution. [HYPERLINK PDF OF BENEFICIARY DESIGNATION FORM]

Cryptocurrency Donations

Similar to donating stocks or other assets, donating crypto directly to charity can save you on your capital gains tax and you can receive a federal income tax deduction for the full value of your crypto. Click here to begin donating cryptocurrency. [INSERT CUSTOM HYPERLINK TO EVERY.ORG]

Gifts of Stock and Appreciated Securities

Gifting stock can often be more beneficial to individuals than gifts of cash. You can use appreciated stocks, bonds, and/or mutual fund shares that you have held long-term to make a donation to [INSERT ORGANIZATION NAME] instead of cash. These gifts frequently help individuals avoid the tax liability on the appreciated value of the stocks, bonds, or securities. We can help facilitate gifts of this type between you, your broker, and our broker. Contact us for more information.

Donor Advised Funds

Many donors today are using Donor Advised Funds to optimize their tax situation while still supporting their favorite charities. These funds are set up with large financial institutions or community foundations who act as the charitable sponsor. Donors who direct gifts from these types of funds have a few options for the disbursement of any remaining funds upon their passing. One option is to designate the remaining balance of the fund to support [INSERT ORGANIZATION NAME]. Contact us for more information.

Charitable Gift Annuities

These types of gifts are also known as “life-income” gifts. They are investment vehicles that provide the donor with a fixed income for life, based on the initial value of the investment, and after the passing of the donor the remaining amount becomes the gift to [INSERT ORGANIZATION NAME]

Charitable Trust

A charitable trust is another way to make your legacy live on for generations to come.

Setting up a charitable trust can also have many tax incentives and financial benefits for those who want to set aside any high-value assets they don’t need to support themselves in retirement. By moving these assets into a charitable trust, you can avoid paying capital gains on real estate or stocks when they’re sold at a higher present value.

There are two primary types of charitable trusts: charitable lead trusts and charitable remainder trusts. These trust types mirror each other but serve different needs.

  • Charitable lead trust: This trust type first distributes a portion of its proceeds to a charity, for which you’ll receive a charitable donation tax deduction equal to those payments. The remainder of the principal is then distributed to your beneficiaries.
  • Charitable remainder trust: With this trust type, you choose to receive an income from the distribution of the non-income-producing assets you placed into the trust first. You’ll also receive a charitable donation tax deduction based on the present value of the remainder of the assets earmarked for the charity. At the end of the term or upon your death, your chosen charity receives the rest of the assets.

Please contact us at [INSERT ORGANIZATION NAME] for more information on how we can help you begin supporting our organization with a charitable trust.

Benefits of Planned Giving

Donor Benefits

Nonprofit Benefits

Sizable Tax Break:  From a financial perspective, the tax breaks are a huge advantage to making a planned giving arrangement. The specifics will vary on a case-by-case basis, but the tax breaks are significant for most.

Determine When Funds Are Used:  When donors donate money to an annual fund they have little say or control on how their money is spent within the organization. Planned giving puts the power into the donors hands and lets them specify how the gift will be used.

Preservation of our Mission: Many donors want to give a major gift in their lifetime, but don’t have the financial means to do so. Planned giving allows donors to give large gifts that help us continue our mission for generations to come.

Largest Annual Gifts: Planned giving contributions are among the largest gifts a nonprofit will receive (each year), often 200 to 300 times the size of annual gifts.

Start Writing Your Free Online Will Today

Stop waiting and make a difference today for [INSERT ORGANIZATION NAME] in just a matter of minutes.

The information provided on this website is not intended as legal, accounting, or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisors should be obtained. Consult an attorney for advice if your plans require revision of a will or other document.



Director of Development and Communications, [INSERT NAME]

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