What is Planned Giving?

////What is Planned Giving?

Q:

What is planned giving?

A:

Planned giving is a gift that will take effect at a later time, usually at your death. It can take the form of:

  • a bequest in a will or trust,
  • a beneficiary designation of an insurance policy or retirement plan,
  • a transfer on death designation of a bank or securities account,
  • a charitable remainder trust, or
  • a charitable gift annuity.

For more information, visit the North Shore Animal League America Planned Giving web site.

By | 2018-01-11T15:02:28+00:00 March 28th, 2017|