Definition: Planned Giving is a set of ways a donor can leave money/assets to a nonprofit at his/her death; or a way to invest money so that the donor receives benefits during his/her life and then bequeaths the remaining funds to the nonprofit.
Planned Giving is a complex program of various financial instruments that can be adapted to each donor’s needs.
Also Known As: gift planning deferred giving
A planned gift can be a gift now or in the future and offers substantial tax and estate planning benefits. It is one of the greatest opportunities you will ever have to provide special benefits for your family, friends and your favorite charities.
A donor can be any age; give any amount, use most any asset and achieve personal, financial and philanthropic goals through a bequest.
You can help the Powell River Brain Injury Society increase awareness and help people with Acquired Brain Injury by making a planned gift. You will enjoy significant tax benefits while making an important contribution. Your gift will become part of your overall financial and estate planning. Some planned gifts are deferred, which means that you commit now to a gift that the Powell River Brain Injury Society will receive in the future. Other gifts provide us with funds immediately. There are many giving options to suit your needs:
Bequests/Gifts by will
Leave a donation to the Powell River Brain Injury Society in your will.
Charitable gift annuities
Provide a significant gift to the Powell River Brain Injury Society while providing personal income in your lifetime.
Charitable remainder trusts and residual interest gifts
Provide a significant gift to the Powell River Brain Injury Society through a trust – receive the income from the trust and immediate tax relief. Retain the enjoyment of your home or valuable artwork for your lifetime and receive a tax receipt today.
Leave a legacy – create an endowment gift for the Powell River Brain Injury Society that honours yourself or a loved one.
Gifts of life insurance
An affordable way to make a larger gift to the Powell River Brain Injury Society.
Gifts of publicly traded securities
Make a gift to the Powell River Brain Injury Society and reduce your capital gains taxes by donating stocks, bonds or mutual funds.
We recommend that you consult with your own tax or legal advisors prior to making a planned gift or updating your will.
Please let us know if you decide to arrange for a planned gift to the Powell River Brain Injury Society in your will. We would like to be able to express our appreciation to you personally for your commitment and support. We will keep your gift plans confidential.