Start your planned giving journey here by exploring these free resources, gathered together to make researching topics easier.
You can also explore the National Association of Charitable Gift Planners for additional resources including webinars and white papers on planned giving topics.
Sometimes, in the world of charitable gift planning, we focus too closely on the tax consequences of potential gift plans. With charitable remainder trusts (CRTs) and charitable gift annuities (CGAs), it is not enough to know how much the income tax deductions will be – donors also want to know how much the vehicles will pay to themselves and/or other beneficiaries over time.
Charitable giving reached a record-breaking $557.16 billion (in current dollars) in 2023, according to the just-released Giving USA report. This staggering figure is a testament to American generosity.
The new report not only demonstrates Americans’ steadfast commitment to philanthropy but also reveals significant insights into how and where these contributions are making a profound impact.
There has never been a better time for nonprofits to tap into the transformational power of planned giving. Over the coming decades, Baby Boomers will pass on an estimated $90 trillion in wealth and donate upwards of $12 trillion to charity. With this transfer of wealth, coupled with record-high stock market performance, nonprofits in 2024 have the potential to benefit immensely – if they can leverage new planned giving trends and best-in-class strategies.
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