Planned Giving Home

Welcome to Givens Estates Planned Giving

Are you looking for a simple, convenient way to make a gift to Givens Estates this year without dipping into your checking or savings account? If you are over 70 1/2, you can transfer up to $100,000 from your IRA to charity in 2008 without paying any federal income tax.

Your gift can be made simply by notifying your plan custodian of your intent to make a current transfer to us or another charitable organization. And you will feel good knowing that you were able to make a simple easy gift from your IRA this year. For more information on how to make an IRA rollover gift in 2008, please contact us by clicking here or please view our video below.

IRA Rollover Gifts

If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.

Benefits For Family and Givens Estates

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Givens Estates. More on Easy IRA Gift >>.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Givens Estates shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

	Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Mark Bailey Director of Development

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact mbailey@givensestates.org.

If you are a professional advisor, you may take the following steps on this site.