Also known as deferred giving or planned giving, the phrase means that you are taking action today to make a gift that is given at some future date or at death. In most cases, planned gifts are written into your Will or other future estate instrument such as a trust, life insurance policy or retirement plan.
Choosing the right planned gift depends on your personal circumstances and financial objectives. Here are a few options to consider.
Disclaimer: Nothing within this website should be construed as legal advice. The following wording is for information only and should be discussed with your attorney.
Types of Planned Gifts
For details about gifts, please refer to our General Gift Acceptance Policy
Have you included the Community Foundation of Shelby County in a deferred gift or your estate plan? Please contact Ashliegh Maurer or Marian Spicer so they may have an understanding of your plans for the gift. You may also be listed as a member of our Legacy Society, a listing that notes the names of individuals and couples who have informed us of a deferred gift. You need not disclose the amount or type of gift you are planning, but it is helpful if we can discuss how your gift is to be used in the future. Requests for anonymity are always honored.
Check our Give Now section for information about ways to give from current assets.