Planned Giving

Planned Giving

"Planned giving" is a broad term that refers to a variety of gifts to support the university while also meeting the donor's personal investment goals.

Planned gifts are often set up in ways that provide income to the donor, have tax benefits, or offer other advantages. They range from simple bequests-in which a gift is included in a donor's will-to more complex and complicated options, such as charitable gift annuities, living trusts, and unitrusts, to name just a few. 

Win-Win Giving

Because they benefit the university and the donors themselves, planned gifts are a kind of win-win philanthropy that frequently provide a mechanism for donors to make gifts that are larger than they thought they were capable of making. 

The variety of planned gift options can be confusing even for those with years of experience in financial planning.

If you'd like to learn more about planned gift options that may be a good fit for you, please contact:

Shawn Naccarato
Director of Planned Giving
snaccara@pittstate.edu

620-235-4863