Planned Giving: Too Much Information?

Three different groups consistently appear as beneficiaries in wills and other estate plans: family members, close friends and charitable interests.

When a person includes a nonprofit organization in her will, she does not benefit from an income tax deduction or receive any income. Relatively few donors will tell you in advance about their plans, so there often is no desire for recognition. On top of that, the vast majority will not benefit from estate tax savings.