National Catholic Community Foundation

Philanthropy: A community of individuals and families giving to promote the common good



 

 

 

 


planned giving

The Planned Giving Calculator
Click here for demonstration


Besides gifts of money, individuals may donate a range of other assets, such as appreciated marketable securities, real estate, and personal property.

NCCF can accommodate planned giving. Planned gifts are those in which the benefit of the gift is not realized until a later time, or is split between the donor and the charity. These include:

 Charitable Gift Annuities
 Charitable Remainder Trusts
 Charitable Lead Trusts
 Bequests in Wills

These vehicles allow donors to incorporate charitable giving into their long-term financial, tax and estate plans. Tax deductions from planned giving -- which take effect at the time the gift is given -- vary and can be significant. Each instrument offers different advantages and should be evaluated carefully. The attached chart of Planned Giving Options shows a comparison of various instruments.