Simply put, planned giving is the transfer of assets to a designated nonprofit organization during a lifetime or as part of an estate plan. 

You can use planned giving now – such as through the donation of appreciated stocks – as a part of your tax strategy and philanthropic impact. It can also be a way for you to deepen your legacy and impact even after you are physically gone. 

This forward-thinking approach to giving is “planned” because often these assets are not liquid, have tax benefits and are generally transferred via a will or other written means.

Transferring assets is easy and it can provide tax benefits. Save a Child’s Heart accepts the following methods, and we will provide you with information regarding the procedures and benefits. Download the PDF to learn more about giving to Save a Child’s Heart through these methods.

Estate giving often comes in the form of a gift in your will or trust. It is one of the easiest and most flexible ways to make a planned contribution.

One of the most advantageous ways to contribute to Save a Child’s Heart is through a gift of stock. You can donate appreciated stocks, and the total value of the stock upon transfer is tax-deductible. There is no obligation to pay any capital gains taxes on the appreciation.

You can contribute retirement funds to Save a Child’s Heart as an outright gift through beneficiary designation or as a special tax-free IRA gift.

There are a number of ways to support Save a Child’s Heart with an insurance-related gift, such as by adding a beneficiary to your policy or making Save a Child’s Heart the owner and beneficiary.

You may name Save a Child’s Heart as a beneficiary of your life insurance policies, individual retirement accounts, commercial annuities, or checking, savings, or financial accounts.

A donor advised fund, or (DAF), allows you to make a charitable contribution, recommend grants to support your favorite charities, and receive immediate tax deductions.