Types of Planned Gifts

Create Your Legacy Through a Planned Gift

Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. But did you know that a planned gift can also protect your assets, provide for your family, and guarantee you income for life? You can even make a significant impact through a gift that costs nothing in your lifetime (through a charitable bequest under your will).

Six Ways to Make a Planned Gift

To read about one of the six basic ways to make a planned gift, select the one below that best fits your situation.

Gifts by Will
Make a gift that costs nothing now.

Gifts That Pay You Income
You can support William Paterson and retain income for yourself and loved ones.

Gifts That Protect Your Assets
Lead trusts allow you to benefit William Paterson now, then your heirs.

Gifts from Retirement Plans
Consider retirement-plan benefits for a significant gift to William Paterson.

Gifts by Estate Note
An estate note is an irrevocable pledge or debt against the donor's estate.

What to Give
Giving cash is simple, but giving assets such as stocks often offers additional tax savings.