Planned Giving Program
When Estate Planning Leads to a Gift
Planned giving is an approach that integrates a donor's financial planning and philanthropic wishes to maximize the benefit of both the donor and The Upstate Foundation, Inc. A variety of options are available, each of which can optimize tax and economic benefits to the donor and the donor's family.
Depending on the gift vehicle that works best for the donor, planned gifts can also provide income to the donor and/or a beneficiary.
Gift vehicles for the Planned Giving Program can include cash; life insurance policies; gifts of negotiable securities; charitable bequests; irrevocable charitable remainder trusts or gift annuities. Please contact the Foundation today to discuss the Planned Giving Program.