Planned Giving Insights and Information

Supreme Court Ruling Changes Federal Tax Treatment of Same-Sex Couples

Edith Windsor and Thea Spyer entered a long-term relationship in the mid-1960s and made their home in the state of New York. In 2007, the couple was married in Toronto, Ontario, Canada. In 2009, Thea passed away, leaving an inheritance of around $4.3 million to her spouse Edith.

Supplementing Retirement Income with a Planned Gift

Many of your supporters will start planning for their retirement in earnest once they reach their late 40s or early 50s. In a classic scenario, their children may have moved out of the house, or will do so in the next few years. They are established in their careers and entering their peak earning - and saving - years. It's time to start planning for the next stage of life: retirement. An important aspect of planning for retirement is making sure there will be sufficient cash flow to meet living expenses. There are at least three gift plans that can provide a donor with additional cash flow to meet those expenses starting when a donor retires. Profile: Desires predictability and Guarantee The deferred gift annuity (DGA) has three characteristics that will appeal to many donors who are planning for retirement. 1. It offers the predictability of fixed payments. 2. It offers the security of being backed by your organization's general resources. 3. It allows the donor to set the...