What is Planned Giving?

Planned Giving, often called gift planning or legacy giving, is a charitable donation arranged in advance as part of your financial or estate plans. Planned Giving is a powerful way to support Camp Burton while maximizing your impact and achieving your financial goals. These gifts can include stocks, real estate, life insurance, or other assets gifted during your lifetime or through a will, trust or beneficiary designation. 

How Does Planned Giving Help You?

Successful planned giving can help you fulfill your charitable goals while providing significant tax-savings. Planned gifts can often help those who are charitably minded make a larger impact by tapping into non-cash assets, rather than giving from their checking accounts.

A planned gift can be made through:

- Assets such as an IRA account, stock, real estate, business interest, a life insurance policy, commodities, or other appreciated assets.

- A Charitable Tool, such as a Charitable Trust or a Charitable Gift Annuity, that will create income and provide other financial benefits.

- An Estate Gift made through a will or trust bequest, or a beneficiary designation on a life insurance policy, IRA, or investment account.

- A tangible item such as jewelry, artwork, or vehicles. 

Learn More About These Common Types of Planned Gifts

Steps to Planned Gifts

Consult your financial advisor, estate planning attorney, or the In His Steps Foundation and discuss your charitable goals and estate planning needs.

·       Choose the most suitable option for you.

·       Update your estate plan and documents to accurately reflect your charitable intentions.

·       Review your plan regularly to ensure it continues to meet your goals.

Planned Giving can make a significant and lasting impact on the Camp Burton’s ministry while achieving your own financial and philanthropic goals.

For more information and assistance with Planned Giving and other non-cash gifts, consult with your financial planner and our friend Ben Lee at In His Steps Foundation, [email protected], 330-528-1785.