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Y OUR L LEGACY O UR F FUTURE P LANNEDGIVINGThe Ivory ton Library was founded in 1871 and is still housed in its original structure, built in l889. It has continued to function as a library for close
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Research different types of planned giving options.
02
Choose the type of planned giving that best suits your philanthropic goals and financial situation.
03
Consult with a financial advisor or attorney to ensure that your planned giving strategy aligns with your overall financial plan.
04
Fill out the necessary forms or paperwork provided by the organization or charity you wish to support through planned giving.
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Review and revise your planned giving strategy as needed to reflect any changes in your financial situation or charitable goals.

Who needs planned giving - your?

01
Individuals who want to support their favorite charities or causes in a meaningful way.
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People who want to leave a lasting legacy through their charitable giving.
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Those who have a desire to support charitable organizations beyond their lifetime.
04
Individuals looking for tax benefits or financial planning opportunities through planned giving.
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Planned giving refers to a method of donating to a charitable organization where a donor makes a commitment to give a certain amount of money or assets at a future date, typically through their will or estate plan.
Individuals who make planned gifts through their estate or financial planning may need to file certain tax forms or estate documents, depending on the size of their estate and the nature of the gifts.
Filling out planned giving documentation usually involves working with a financial planner, attorney, or the charitable organization to complete the necessary forms and include specific information about the assets being donated.
The purpose of planned giving is to allow individuals to contribute to charitable causes in a way that aligns with their financial and estate planning goals, often resulting in significant support for organizations while providing tax benefits.
Planned giving documentation should report details such as the donor's information, the type of gift (e.g., bequest, trust), the estimated value of the gift, and the intended charitable organization.
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