Gift Planning Toolkit

Gift planning is an umbrella term referring to charitable gifts arranged with consideration of an individual’s or family’s financial, tax, and estate planning. These types of gifts are often deferred in nature and may include IRA charitable rollovers, long-term appreciated stock, a bequest in a will, or other gifts. Planned gifts allow donors to make a charitable contribution while still ensuring that their other financial priorities are met. Some planned gifts may even have tax benefits. Because of the many variations and benefits of planned gifts, this area of philanthropy may be of interest to many of your alumni and friends. This media kit outlines a variety of print and electronic ads that your school, college, or department can use to promote gift planning as a method of philanthropic support. The ads can be customized with your logo and contact information, as well as your choice of approved donor portraits and stories.

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