Click here to view a document that provides brief introductory comments, followed by examples of various planned giving financial instruments and descriptions of the potential associated advantages for donors. Some charitable gifts are very complex, and a full explanation is beyond the scope of such a presentation. However, this booklet ought to provide a helpful beginning.

As with all financial matters, it is important to consult an accountant, attorney, or financial planner to determine the specific legal and economic ramifications of different courses of action.