Planned giving is a method of including charitable giving in your total financial plan. There are many effective vehicles--a bequest through a will or retirement account, a charitable gift annuity, or a charitable trust, just to name a few--that alumni and friends of Case use in support of the university. Moreover, many of these vehicles also benefit your personal goals by enhancing your future financial security.
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Saving for retirement |
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Avoiding capital gains tax |
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Providing for a grandchild's education |
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About two-thirds of last year's planned giving support came through bequests received from estates and the remainder came from life income plans.
There are a number of popular planned giving options used by Case benefactors. As with all financial decisions, a planned gift should be designed with care. The Office of Gift Planning would be pleased to work with you and your advisors to design and facilitate the planned gift that is most appropriate and beneficial for you.
For more information please contact the Bolton School Office of Development at fpbdevelopment@case.edu .
