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Planned Giving

Planned Giving

Planned Giving offers you a unique opportunity to establish a permanent legacy with Homefirst and at the same time make a gift with potential tax advantages.  In general Planned giving is the process of donating gifts within the framework of a financial plan.

A planned gift is a contribution that is arranged in the present and allocated at a future date. Gifts are commonly donated through a will or trust, given to a non-profit organization once the donor has passed away.

Planned Gift come in many forms such as cash, stocks or bonds, insurance, real estate, retirement assets, or other assets. A planned gift can be made through a will, a gift annuity, or a trust. Each choice has its own benefits and terms.

To learn more about the benefits of planned giving, please contact us at 908-753-4001.