Planned Giving

Planned Giving

by jedidiahchavez

An estimated $59 trillion —divided among heirs, charities, estate taxes and estate closing costs—will be transferred from 93.6 million American estates from 2007 to 2061, in the greatest wealth transfer in U.S. history, according to a report issued by researchers at the Center on Wealth and Philanthropy (CWP) at Boston College.

Planned gifts can provide long-term financial sustainability for an organization yet most small or mid-sized organizations have not launched a planned giving program. From bequests to charitable annuities, Jedidiah Chavez Fundraising can help your organization launch and manage a planned giving effort.

Contact Jedidiah Chavez fundraising to discuss planned giving.