P.L.A.N. Your Gift
Planned giving is the process of making a charitable gift in a way that provides maximum benefit to the charity and the donor. Such gifts usually involve major assets and thus require thoughtful consideration. They can take many forms, including bequests; retirement plan assets; life insurance; and life income gifts, such as gift annuities and charitable trusts.While making a well-planned gift can be challenging and somewhat time-consuming, it can also be one of life's most satisfying experiences. Here are four steps to guide you in making a fulfilling planned gift:
Ponder
- Consider what you would like to accomplish with your gift.
- Review your assets, especially appreciated assets.
- Consider your family and other obligations.
- Do you need lifetime income from your gift?
Learn
- Gather information and advice.
- Contact the Planned Giving Office at the Mount or other charitable organization.
- Share your ponderings and objectives.
- Seek the counsel of a trusted financial advisor.
Act
- Be sure you have considered carefully and gathered information, and then…
- Take that big step…make your planned gift!
- The act of giving a well-planned gift can be exhilarating!
Notify
- Share the good news…let the Mount know about your planned gift.
- Allow us to thank you for your generosity.
- Help the College plan for the future.
- Inspire others with your example.
LisaHinger-Odenbeck'80, Director of Development, can help you create a charitable gift plan that will fulfill your financial and philanthropic goals. Contact Lisa at lisa_odenbeck@mail.msj.edu or by phone at (513) 244-4475 or (800) 654-9314 ext. 4475.