About Planned Giving
Planned gifts provide donors the additional benefit of not affecting current cash flow, and can often be arranged to have minimal impact on total estate value. Many planned gifts provide tax-favorable benefits, and even income, to the donor and beneficiaries.
Written by Pace parents and estate-planning professionals Tim Curtin and Steve Parker, A Primer on Planned Giving provides a succinct overview of common gifts. It can be downloaded for viewing or printing here.
Of the different types of gifts, a bequest through a will or trust is one of the most popular and flexible. More
THE CASTLE CIRCLEMembership Form that notifies Pace of your plans. Sharing the specific details of your planned gift is optional. The Advancement Office can provide you with more information about The Castle Circle.
Gift Optionsbequests, numerous planned giving options are available for your consideration. Learn about What to Give as you evaluate your assetsyou may wish to consider a planned gift comprised of cash, securities and/or property. Learn How to Givediscover gift options that provide tax and income benefits. Your financial advisor can help you evaluate the gift opportunities explained here to design the best planned gift for your personal goals.