Planned or deferred giving is a commitment made now to make a gift to a charitable organization in the future, either during your lifetime or through your will. The gift may be conveyed through bequests, gift annuities, and charitable trusts of various kinds. The assets conveyed to the charity are often in forms other than cash: stocks and bonds, marketable real estate, life insurance policies, retirement funds and the like.
It is highly recommended that you work closely with a financial planner to create an estate plan that meets your future intentions and
current needs. This overview outlines just a few of the options to keep in mind when creating your estate plan: SPG Planned Giving Overview. Although not required or binding, this document is helpful to have in our records: SPG Bequest Intention Form
If you have any questions, please do not hesitate to contact Les Bernal or Kate Rozzi.
Planned Giving