While there are several benefits in setting up planned gifts to nonprofit organizations in your will or trust, three primary reasons motivate many donors:
Despite these advantages, an estimated 70 percent of Americans don’t have a will, according to Crescendo Interactive.
[Tweet “5 Assets You Should Consider In Your Planned Giving”]
Often, individuals avoid creating a will because it seems morbid and time-consuming. In other cases, people don’t understand the process or what assets can be gifted after their death.
We’ve outlined five assets you should consider in your planned giving and the benefits of each gift. You can set up a legacy fund to receive any of these assets from your estate, and you determine what nonprofit causes or specific organizations you want your gift to support in perpetuity.
Start the process of making a lasting impact today by understanding the benefit of gifting each type of asset below.
Want to get started on creating your will or trust? Download our free Estate Planning Guide here >
Contact us today – we can help you understand the financial impact of making a gift of any of these kinds of assets. Remember, you can set up your fund to support the nonprofit causes or organizations of your choosing. Your legacy awaits.
On August 9, 2022, we awarded $838,704 in Opening the Outdoors grants to 24 nonprofit organizations that offer equitable access to outdoor spaces in San Diego County.
“San Diego Foundation is proud to once again support its partners committed to increasing community-driven efforts to enhance accessible outdoor space, encourage youth to learn more through hands-on education and create the next generation of environmental stewards in the San Diego region,” said Christiana DeBenedict, SDF Director of Environment Initiatives.
This year’s grantees will help address these inequities and enhance access to the outdoors throughout San Diego County.
"*" indicates required fields
The Advisor monthly e-newsletter provides philanthropy news and trends and financial planning strategies for advisors and their clients.
"*" indicates required fields
"*" indicates required fields
Receive quarterly email updates about our Children and Families programs and initiatives and opportunities for you to support stronger families in our region.
"*" indicates required fields
Receive quarterly email updates about our Education programs and initiatives and opportunities for you to support enhanced learning experiences and increased access to college for San Diego students.
"*" indicates required fields
Receive quarterly email updates about our Environment and Climate programs and initiatives and opportunities for you to support equitable outdoor access and climate change resiliency.
"*" indicates required fields
Receive quarterly email updates about our Racial and Social Justice programs and initiatives and opportunities for you to learn about creating equitable opportunities for all and how to support our multicultural region and its diverse population.
"*" indicates required fields
This helpful resource provides you with information about corporate philanthropy and custom corporate giving solutions for your business.
"*" indicates required fields
This helpful resource will show you how you can leave a legacy to your family, your charity or your community that complements your will and trust(s).
"*" indicates required fields