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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.

Benefits

  • 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