What is Gift Planning?

Gift planning is charitable giving coordinated with your charitable, financial, tax and estate goals. Using tax-wise gifting strategies enables you to maximize your charitable giving during your lifetime and beyond.

Planned gifts often require deliberation, planning and counsel. These gifts may be current or in the future, such as through an estate. They often involve the gifting of assets (versus outright cash gifts) such as appreciated securities, real estate, business interests, retirement plans, life insurance, collectibles and so forth. The strategies can also involve blended giving, which means outright gifts combined with future gifts to make a person's giving go further.

There are many advantages advantages to including a gift plan as part of an estate planning process, such as the ability to maximize giving, while benefiting with a charitable income tax deduction, estate tax savings and/or avoiding capital gains taxes. For some people, a gift plan can entail setting up a steady income stream for life with the residual to EWU Foundation, such as with a charitable gift annuity. Others provide income to the charitable organization and principal to the donor's heirs.

To learn more about giving options, visit our How to Give page.

If you'd like to explore options for your EWU giving, please contact us.