The phrases "planned giving" and "deferred giving" are often used inter changeably, but what do they actually mean? In plain English, deferred or planned giving involves making a sizable gift which is spread out over time and usually involves financial and or legal advisors. A bequest, a gift of appreciated assets such as securities, an assignment of a life insurance policy, a gift of real estate, a charitable annuity or trust are all forms of deferred or planned giving.

We cordially invite you to browse through the following pages which are filled with practical ideas and tips about deferred charitable giving. Clicking on any of the links below will help guide you through explanations and some examples of several types of planned gifts.

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