Planned gifts can take many forms, but ultimately they provide you with creative and flexible strategies for fulfilling your philanthropic goals through your financial and estate planning.
Some planned gifts provide you with income. Many of them can reduce your taxes. The greatest benefit, however, lies in knowing you are supporting work at ULI that is important to you and helpful to others.
Planned gifts can:
- Include appreciated assets, such as securities or real estate.
- Return income or other financial benefits to the donor or a designated beneficiary.
- Involve including ULI in the donor’s will.