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Milwaukie OR United States 97267

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Planned & One-Time Giving

     Planned giving may be defined “as a method of supporting non-profits and charities that enables philanthropic individuals or donors to make larger gifts than they could make from their income. While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate.  Thus, by definition, a planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning”.  (courtesy of plannedgiving.com)

     Although there are many methods for making either a one time or planned gift, some of the more common ways are as follows:

· Stocks and Securities

· Cash

· Check

· Credit Card

· IRA Charitable Rollover

· Bequest through one’s will or living trust

· Beneficiary designation on retirement plans and/or life insurance policies

 *All donations should be made in conjunction with one’s personal financial and estate planning goals.