Planned Giving

The most common donations are outright gifts, such as cash or a check. But many times, people want to hold their money and assets for the present; just to be certain that they can meet their own future, financial needs. Donors who find themselves in this situation are usually delighted to learn excellent alternatives exist allowing them to make a gift and still meet their financial needs. These options are known as “planned” or “deferred” gifts.

Planned or deferred gifts can be revocable – a charitable bequest in your will, for example – which you can change at any time. Or they can be irrevocable – just as outright gifts are – so that you can benefit from an immediate income tax deduction. Irrevocable planned gifts are attractive because they are deferred, often until after your lifetime (and that of a surviving beneficiary if you wish). Until that time, you receive tax benefits from the gift.

Which Gift Plan Best Matches Your Goals?

Check to see which one best matches your charitable desires and financial and tax status needs.     

• Outright Gift of Cash  
• Outright Gift of Securities  
• Outright Gift of Personal Property  
• Gift of Insurance  
• Gift of Real Estate  
• Gift of Retained Life Estate
• Charitable Remainder Unitrust  
• Charitable Remainder Annuity Trust
• Charitable Gift Annuity
• Charitable Lead Trust
• Bequest of Retirement Assets  

We are happy to answer any questions you may have about any of these outright and deferred giving plan options. Every planned gift should be tailored to each donor so please make sure that your financial adviser or attorney is part of the discussion and solution. We hope you’ll consider one of these plans to meet your needs and goals while making a life-changing gift to Rohan Woods School!