Planned Giving

What is Planned Giving?

Planned Giving is very simply, gift planning. A planned gift is any gift to a charity – for today or for the future – to make a difference both for yourself and for a cause that you believe in. Planned giving is often described as “leaving a legacy” because such gifts can make an impact for future generations.

Planned Giving is a process of charitable, legal, financial, and tax planning that enhances your philanthropy and enables you to address other financial and estate planning issues while making a gift.

It is surprisingly easy to arrange a planned gift. Though more sophisticated gifts will require more care, many methods are quite straightforward. Whatever the method, you can plan your gift to maximize your objectives.

Common planned gifts include: Gifts through your Will (Bequest/Legacy), charitable gift annuities, charitable remainder trusts, gifts of life insurance and gifts of securities (stocks, bonds, mutual fund units). Each gift option offers various benefits. Our Planned Giving team will be happy to assist you in exploring the various options and your personal benefits.

Read on to consider which type of planned gift may be right for you. Then, connect with The Arthritis Society’s Planned Giving team. You have philanthropic goals – we can help you realize them.

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Speak to someone about your giving options.

Sandra Dow
Vice President 
Philanthropic Giving
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