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Many PC supporters choose to help the college by contributing planned gifts. Examples of planned gifts include:
- bequests
- charitable lead trusts
- charitable remainder trusts
- charitable gift annuities
- retirement plans
- life insurance policies
- gifts of real estate
As the name states, planned gifts require a certain amount of planning and involvement from various professionals. Any combination of attorneys, accountants, financial advisors, or insurance agents is often needed to complete most gifts.
Don't let that scare you. Mitchell Spearman '03, J. D., Director of Gift Planning, is available to help with information regarding gift planning. He's equipped with a law degree and knows about the procedures and resources necessary to complete any type of planned gift. |