Consider what you would like to accomplish with your gift. Explore your motivations and expectations. Review your assets, especially those that have appreciated in value. Consider your family and other obligations. Mull all of this over in your mind and jot down key thoughts.
Good planning begins with unhurried reflection, creative thinking and goal setting.
The second step is to gather information and advice. Contact The Foundation office and request literature. Better yet, invite a planned giving officer to come and visit you. Share your ponderings and, together, outline a gift arrangement that helps you meet your objectives. Once you have acquired an understanding of the gift vehicle and have satisfied yourself that it fits your plans, seek the counsel of a trusted advisor.