Planned Giving

The simplest form of “planned gift” is a straightforward sentence included an individual’s will, known as a “bequest.” From there, the possibilities are nearly endless, and can be developed in creative ways with the help of an attorney, a trust officer, a financial advisor or others. Annuity plans, life insurance or retirement plan designations, and many more vehicles can be explored and have a range of benefits for both a donor and a beneficiary organization. If you’d like to learn more about planned giving, please contact the Foundation or call (269) 686-4234.