Planned Giving: ‘How Old Are You and Did 
You Know You Could … ?’

There are planned-giving options that enable a donor to give to multiple charitable organizations, including bequests, charitable remainder trusts, charitable lead trusts, life-insurance policies and retirement plans.

Charitable gift annuities and pooled income funds are gift options used to give to one particular organization, but the donor could fund one of these planned gifts at multiple organizations since the minimum amounts are often much lower. Many prospective donors struggle with the choice of charities, unaware that they can provide for all of their charitable interests.