General Information & Glossary of Terms

Planned gifts provide an opportunity to have a positive, lasting impact on our community. Like any successful endeavor, they require careful thought and analysis. Once you have decided which programs or organizations you want to support, you'll want to consider the most effective ways to achieve your goals.

This guide is designed to answer some specific questions you might have about some of the most common types of planned, charitable gifts and their basic tax advantages as well as some common terms and their definitions. We hope this helps you better understand and plan how to make a gift to your favorite charities and causes.

The following is a glossary of commonly-used terms related to planned giving.