Planned gifts for the IHM Sisters are those in which the benefit of the gift is not realized until a later time, or is split between the donor and our Congregation.
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Bequests in Wills
- Planned Giving FAQs
These vehicles allow our donors to incorporate charitable giving into their long-term financial, tax, and estate plans. Tax deductions from planned giving—which take effect at the time the gift is given—vary and can be significant. Each instrument offers different advantages and should be evaluated carefully.
Besides gifts of money, individuals may donate a range of other assets, such as appreciated marketable securities, real estate, and personal property.