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Blended Gifts

Today, tomorrow and the future.

Blended gifts are a perfect way for you to reach your charitable-giving goals. A blended gift is a combination of outright gift(s) and deferred gift(s) with a focus on the total amount of the gift to reach your goal. You can give cash and/or other assets, such as life insurance, real estate, charitable lead trust, and use other deferred gift vehicles such as charitable remainder trust, life insurance designation and bequest through your will.


  • Immediate benefit from a charitable tax deduction in the amount of the outright gift component
  • Tailored gift planning to fit you and your family’s needs
  • Creativity within gift planning
  • Maximize your philanthropy through more complex gift planning