Episode 97: Planned Giving

Most people have heard of charitable giving and annual giving, but there’s another lesser-known form of donation in the world of philanthropy: Planned Giving. Join us this week as we define and discuss legacy gifts. Simply put, Planned Gifts are made during the lifetime of a donor, reflecting his or her intentions to contribute a major gift beyond their lifetime. In this episode, we’ll discuss the top vehicles for planned giving (such as bequests and trusts), why planned giving is so impactful, and the idea of leaving a significant legacy for generations to come. It’s never too late to plan out your future (and your charitable contributions) so tune in to find out how to get started. 

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The List: Best Movies Involving the Reading of a Will

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Hashtags of the week: #PlannedGiving #EstatePlan #CharitableGiving #Runcle #HeleenaBoneHamCarter #PlanningYourFuture #TheLaw

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• Produced by Cameron Spann | Powered by Pickler Wealth Advisors
• Sound effects obtained from https://www.zapsplat.com

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