Planned giving* is the creation of a financial or estate plan with the intent to donate something of value at a future date. Planned giving options may include:
- Wills and Bequests
- Designate Brook Lane as a Beneficiary (Retirement Accounts, IRA, Life Insurance, Stock, Bank Account, etc.)
- Charitable Remainder Trusts
- Life Insurance
- Mutual Funds
- Donor Advised Funds
- Gifts of Real Estate
- Foundations
*Consult your financial advisor or attorney for more details regarding planned giving options.
