Planned Giving

What is Planned Giving?

Planned giving is a way to support Safe Futures while protecting your assets and miminizing your tax liabilities. The tangible and intangible benefits of making a planned gift include:


  • Experience the power of giving: Your gift will have a significant impact on the future of your community.
  • Reduce income tax through a charitable income tax deduction for the gift.
  • Avoid capital gains tax on a gift of appreciated property.
  • Depending on the type of gift, retain income for life for yourself or a beneficiary.
  • Eliminate federal estate tax on property passing to Safe Futures at the time of your death,
  • Recognition for your support in the annual donor reports and as a member of the Safe Futures giving society.



There are several types of planned gifts. These include:


  • Wills and Living Trusts—the most basic planned gift with great impact
  • Charitable Gift Annuity—a simple way to give while retaining income for life
  • Charitable Trusts—protect your assets, provide for your heirs and for your favorite cause
  • Insurance—a widely used financial planning tool for gift planning—consider naming Safe Futures as beneficiary on your policy
  • IRAs—name Safe Futures as beneficiary on your IRA


Ways To Give

There are three, primary ways to give:
outright gifts, planned gifts, and appreciated securities

Outright Gifts

Cash, securities, real estate, life insurance and tangible personal property can all be used to make a charitable contribution in support of Safe Futures. Depending on the asset given, a donor can generally expect to obtain many benefits from giving a gift such as fulfilling philanthropic goals, reducing income tax through a charitable deduction, and in some instances avoiding capital gains.

Planned Gifts

Planned giving refers to the process of making a charitable gift of assets to one or more nonprofit organizations that require thoughtful planning in light of the donor’s philanthropic goals as well as their overall financial and estate saving plan.

Appreciated Securities

These are popular charitable gift alternatives to cash. In addition to receiving an income-tax charitable deduction, the donor escapes potential tax on the capital gain element in the gifted securities.