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Planned Gifts Hold Tremendous Promise

Posted By Celeste Viator, Hannis T. Bourgeois, LLP, Monday, December 7, 2015

 The average planned gift in the U.S. is between $35,000 and $70,000, according to research.  With more baby boomers moving into retirement years, that number may grow.  Yet many not-for-profit organizations, especially small and medium-sized, lack formal planned giving programs.  This article discusses the benefits and possible pitfalls of such programs and specifically examines bequests, charitable gift annuities and charitable remainder trusts.


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