Simply put, a planned gift is a philanthropic gift that is funded either during your lifetime or after your death. The gift is part of a larger estate-planning process in which you decide how certain assets are distributed.
There are many financial instruments available and an estate planner can help you achieve your long-term financial goals, allowing you to take care of loved ones while still supporting organizations such as the Atlanta History Center. Unless otherwise restricted by you as the donor, you planned gift to the Atlanta History Center will support the endowment – meaning your gift will truly benefit the long-term health of the organization for generations to come.
As a planned giving donor, you will have the satisfaction of helping secure the place history holds in our local community. With historical programming of both local and national importance, the Atlanta History Center reaches hundreds of thousands each year both on campus and through extensive educational outreach efforts in the community. Planned gifts to the endowment provide the foundation on which the Atlanta History Center builds itself year after year.
Beyond the great benefits planned gifts provide this organization, they can provide real benefits to you:
Perhaps the simplest form of donating an asset, gifting a life insurance policy can be an inexpensive way to make a planned gift.
Closely Held Stock
With a gift of closely held stock, you create an income tax deduction while eliminating the capital gains tax.
Charitable Lead Trust
Charitable Remainder Trust
Beyond the benefits highlighted here, a conversation with a financial professional can help you further discover how planned giving can serve your personal financial goals and your charitable wishes at the same time. We hope this information will encourage you to take the time to develop and fine-tune your own estate plans.
The material presented here is not offered as legal or tax advice. Examples of benefits are based on assumptions which may not apply to your own situation at the time of your gift. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning.
For more information, please contact Sheffield Hale at email@example.com or 404.814.4020.