Combine your giving today with a gift in your will

Stephen and his wife Janet wanted to support our organization with a major gift of $100,000. They wanted to spread this gift out over several years starting with a gift of $25,000.

By using a combination of their available resources and planned gifts, they could still achieve their objectives. We suggested the following options for Stephen and Janet to consider.

• A $25,000 cash gift today combined with a separate $37,500 gift in both Stephen and Janet's wills (no cash out-of-pocket).
• A $25,000 gift of appreciated stock (no cash out-of-pocket and significant tax savings) and a $75,000 gift in the will of either Stephen or Janet, depending on which spouse outlives the other.

After careful consideration, they decided to make a gift of cash and to include a gift in each of their wills.

Using a combined giving strategy, Stephen and Janet will be able to make a $100,000 gift to our organization. They loved the fact that they could make a gift during life that provided a tax deduction, and that they had the ability to see their gift at work today while also committing to support our work in the future.

Is a blended gift right for you?

If you have ever wanted to make a gift to charity but also felt apprehensive about the future, a blended gift might be right for you. There are many different ways to structure blended gifts. Contact us to see how you might be able to use a blended gift to achieve your goals.