What is planned giving and do you have a planned giving program?
Many people refer to planned giving as a gift of marketable securities such as stocks or bonds. Planned giving includes financial vehicles that benefit the donors in many ways, including income production, tax benefits now and for your estate, as well as income for other family members after you are gone. Palisades Medical Center Foundation offers quarterly seminars on how planned giving may benefit you now and your heirs later. Ask for our “Ways of Giving” document that includes a brief description of some of the vehicles available.