Planned giving provides donors with opportunities to gain income and tax benefits through philanthropy.
Through planned giving, donors establish their personal financial goals in a well-conceived estate plan that includes a gift to a charitable institution like the Heritage Valley Health System Foundation.
Planned gifts are the result of careful discussions with a financial planner, accountant, attorney or other qualified professional. Because financial situations vary from person to person, no single approach to estate planning is applicable across the board. Estate plans can be tailored to fit a wide variety of purposes and financial profiles.
Examples of Planned Gifts include:
- Charitable Trusts
- Gift Annuities
- Life Insurance