PLANNED GIVING

Planned Giving is a set of ways a donor can leave money/assets to a nonprofit at his/her death; or a way to invest money so that the donor receives benefits during his/her life and then bequeaths the remaining funds to the nonprofit.Planned Giving is a complex program of various financial instruments that can be adapted to each donor’s needs.

Nonprofits usually enlist professional help in setting up their planned giving programs and hire staff educated in planned giving methods.

Below is an overview that Dani’s Foundation has developed to assist you with the better understanding of the aspects of planned giving: