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Planned Giving

Overview

Professional Seminar Series

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Practical Planning Ideas and Options for Clients with an IRA or Qualified Retirement Plan

November 13, 2008

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What is Planned Giving?

A planned, or deferred, gift is a type of charitable gift that requires some planning, usually with the assistance of a financial advisor and development officer. A donor may fund his or her gift with cash or other assets. Either way, the benefits of a planned gift can be very attractive.

When you create a planned gift, you would potentially increase your current income, reduce taxes, avoid capital gains tax, pass assets to family at a reduced tax cost, and make a significant donation to a charity, like Cincinnati Children's Hospital Foundation. Planned gifts include bequests, trusts, real estate, charitable gift annuities, and retirement assets.

To determine the most favorable method of making a gift, the donor, the charity, and the advisor need to take into account the donor's personal, philanthropic, financial, and tax objectives.

Through planned (deferred) giving, it is possible to make gifts to Cincinnati Children's Hospital Medical Center that you might have previously thought impossible. A planned gift to Cincinnati Children's is a prudent choice for many reasons.

Benefits of Planned Gifts:

  • Maximizing your charitable contribution
  • Allowing advantageous tax deductions under both state and federal law
  • Turning appreciated assets into income for yourself and/or other family members

Planned giving is a tool that helps you achieve your goals for Cincinnati Children's as it enhances your own personal financial plans and security.

Following are different types of planned gifts you can make to Cincinnati Children's:

Recognition

Contact Us

For additional information regarding planned giving opportunities at Cincinnati Children's, please contact:

Karen Ecker Kratz, JD
Director of Gift Planning
Cincinnati Children's Hospital Medical Center
3333 Burnet Avenue, MLC 9002
Cincinnati, OH 45229-3039
Telephone: 513-636-5683
Fax: 513-636-7173
Email: karen.kratz@cchmc.org