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Legacy Giving

Planned giving, also known as gift planning or legacy giving, involves a donor’s commitment to contribute a significant gift to an organization beyond their lifetime. This type of giving often builds upon the regular donations made by an individual or couple during their lives but on a much larger scale.

Unlike annual gifts, planned gifts are scheduled for the future and are typically part of a donor’s financial or estate plans. These gifts are usually made through a will or trust and are realized after the donor passes away. Coordinating planned gifts often involves professional advisors, attorneys, and nonprofit organizations.

It’s important to understand that planned giving is not constrained by your current wealth.

Planned gifts are generally larger than lifetime donations because they can include a variety of traditional and non-traditional assets that might not be eligible for gifting during one’s lifetime. These assets can include life insurance policies, retirement assets, equity, or real estate holdings, rather than just standard income.

Even if you have been making small contributions to an organization over the years, your planned gift can have a significantly greater value and impact.

Legacy Giving Or Planned Gift

Legacy giving or planned gifts offer a meaningful way to ensure that the crucial care and wrap-around programs that Children’s Clinics offers patients and their families continue, while also aligning with your personal philanthropic and financial goals. Planned gifts can allow you to leave a legacy at Children’s Clinics and can both protect your assets and provide for your family.

You may choose to make a future commitment to Children’s Clinics by:

  • Including Children’s Clinics in your will or revocable trust
  • Choosing Children’s Clinics to be a beneficiary of your retirement plan or life insurance policy
  • Gifting a tangible asset, such as real estate

Or have an immediate impact on Children’s Clinics through:

  • Making a contribution via a Qualified Charitable Rollover (QCD, IRA Rollover) if you are age 70 ½ or older
  • Recommending a contribution to Children’s Clinics through your Donor Advised Fund (DAF)
  • Gifting stock/appreciated securities

For future commitments, we suggest they be documented through a non-binding statement of intent, which will allow us to acknowledge and celebrate your thoughtful gift today and also serve to inspire others to make similar contributions to the Clinic.

As thanks for your legacy investment in Children’s Clinics patients and families, we would be pleased to recognize you in our Annual Report and on the Children’s Clinics website as a planned gift donor, and you will also receive an invitation to a community event we hold each year, celebrating our generous supporters.

To learn more about making a planned gift to Children’s Clinics, please contact Ashley Lomery, Director of Development, at ashley.lomery@childrensclinics.org or 520-324-3219.