What is Planned Giving?
Planned Giving is any major gift, made in lifetime or at death, as part of a person’s overall financial or estate plan. A donor can give cash, appreciated securities/stock, real estate, partnership interest in a business, personal property, life insurance, retirement plans, etc.
Donors who engage in Planned Giving know that by strategizing and coordinating their giving with the rest of their financial planning they may be able to save on taxes now, give more, or save on estate taxes later… sometimes all the above!
Unfortunately, with the financial complexity many donors are not sure where to start so they just give cash, not knowing that they might be paying unnecessary taxes by giving this way. If you are in that boat, you are not alone. You can contact us any time by submitting the request below or calling our office at 253-770-6991 and and we can help discuss your best options to make a bigger impact on St. Francis House and all the causes that you care about.