Planned Giving

“Make a Difference . . . Create Independence ”

One of the services at The Center is to provide you with information and planning services to make you aware of the variety of opportunities and various types of tax-deductible tools and techniques that can be customized in order to meet your family, financial and philanthropic goals. There is no cost or oblication for using our education service; it is our way of serving YOU!


What are Planned Gifts?

Planned gifts are charitable gifts that allow you to express your personal values through the merging of your family, financial, and charitable goals. Planned gifts can be made with cash, but many are made by donating appreciated assets such as stocks, real estate, fine art, business interests, etc.

Planned gifts can provide tax benefits and/or lifetime income for you, your spouse or other loved ones. The most common type of planned gifts are bequests to charities, made through a simple will. More complex planned gifts include charitable trusts and gift annuities.

The tools of charitable gift planning include all types of real and personal property and tangible and intangible assets. There are many ways to Make a Planned Gift to The Center, some of which include:  

  • Charitable Trusts
  • Charitable Gift Annuity
  • Bequests
  • Gifts From Retirement Plans
  • Gifts of Life Insurance


    • Why should I make a planned gift?

    Planned gifts provide several benefits, such as: 

  • Reduce your income tax and/or avoid capital gains tax
  • Increase your current income
  • Plan for the financial needs of a spouse or a loved one
  • Provide inheritances for your heirs at a reduced tax cost
  • Diversify your investment portfolio
  • Receive income from your personal residence
  • Plan for the transfer of your business
  • Leave a legacy that impacts future generations


    • The Center is able to offer the estate planning services, at no cost to you. Our specialists can provide valuable advice and complete in-depth information for your Estate and Planned Giving Needs, and work directly with your attorney, accountant, or estate planner.

    For information or to arrange an appointment, please contact Jennifer Sterling, Director of Development, at 918-584-8607.