Gift Planning

 

Dan CooneyGift planning allows you to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself. Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death.

The most common planned gift is a bequest in your will or living trust. Other planned gifts include:

 

  • A charitable gift annuity
  • A charitable remainder trust
  • A charitable lead trust
  • An endowment fund
  • Retirement plan assets
  • Life insurance policies
  • A remainder interest in your home


A misconception is that planned giving is only for the "wealthy." The truth is, even people of modest means can make a difference through planned giving.


Contact the Penn State Behrend Development Office at 814-898-6159 or mut100@psu.edu to learn more about how you can support our mission while ensuring your family's financial security.