Planned Giving
Planned giving is the process of designing charitable donations in advance. It allows donors to achieve their philanthropic goals while maximizing tax benefits and other financial advantages. Planned gifts, commonly referred to as “legacy gifts,” are often associated with deferred gifts, such as gifts by will, life insurance and beneficiary designations.
Arranging an estate gift or a gift by will is easy to do. Advancement’s Planned Giving team works with donors and their professional advisors to help determine gift plans that align with their philanthropic goals and the impact they’d like to create.

Holly Greatrex
- Director, Personal and Planned Giving

Owen Brady
- Planned Giving Coordinator