Planned Giving Menu
A Blended Gift to Reach a Goal
Jay wanted to support one of our priorities at a significant level$100,000. However, he was only willing to give $25,000 in cash gifts that year.
Jay: I wanted to make a big commitment to a special project. But I also wanted to preserve my cash savings.
We shared with Jay that through a combination of his available resources and planned gifts, he could still achieve his objective.
Here are several combinations Jay considered:
Jay was able to make a $100,000 gift to our organization. He loved the fact that he could see his dollars at work today and continue his commitment to our work in the future.