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The Opportunity to Make a Difference
Questions for Ron Gregory:
How Does Planned Giving Fit My
Plans to Support CCES?
Securing the Future:
It All Starts Here. Now.
First of all, what is “Planned
Giving”?
I’d like to change the terminology a bit and
call it “Gift Planning.” Any gift is “planned”
when donors purposefully integrate a
charitable gift into their overall financial, tax,
and estate planning. Planned gifts can be
deferred, or they may be current.
Why should someone consider
Gift Planning?
Gift planning offers donors many benefits.
Through Gift Planning, you can:
• Make sure your assets are used as you intend
• Keep your estate plan up-to-date to
reflect changing circumstances
• Make provisions for the uncertain future
• Take advantage of changing tax laws, or
legal innovations
• Establish a gift currently while you can
enjoy the outcome of your generosity.
What are some examples of Gift
Planning?
• Gifts of cash or securities, with staged
or deferred benefits
• Life insurance proceeds
• A bequest by will
• Charitable trusts
• Gift annuities
• Gifts of property conditioned upon a
future event
What is an example of a deferred
gift of cash or securities?
A good example might be a donor who wishes
to fulfill a five-year pledge to Endowment
with publicly traded securities. She agrees to
transfer $10,000 of stock each year for five
years. This gift could be either a fixed dollar
amount each year, or a set number of shares.
The commitment is made, then the actual gift
is deferred over several years.
How does using life insurance
as a gift to CCES benefit me as a
donor?
You can give CCES an existing life policy,
and receive a tax deduction for its cash
value. If the policy still requires future
premiums, these are also paid by the donor
for additional deductions. *As always, seek
advice from your legal and tax advisors!
What are the mechanics of
including CCES in my will?
To include CCES in your will, just ask your
attorney to use the language shown on our
website under Giving to CCES/Planned
Giving/Bequests. The CCES Endowment
Corporation is the proper organization to
name. You may call me to clarify.
What is an example of using a
charitable trust for a Planned Gift?
A charitable trust can accomplish two
important financial goals: first, provide
you with a guaranteed income, and
second, provide for disposal of any
24 | Highlights