A planned gift is a charitable donation to a non-profit organization, such as the Ohio Genealogical Society, that is structured during a donor’s lifetime as part of that donor’s overall financial and/or estate planning. It is typically funded upon or after the donor’s passing.
Planned gifts can take the form of a gift of cash, real estate, securities, insurance, retirement plan assets, or proceeds from a charitable trust. Most planned gift options require no cash outlay during your lifetime. Others may provide income or estate tax benefits for donors and their families. Contact us to begin discussing your planned gift.
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