Planned Giving

How to Give

Create Your Legacy Through a Planned Gift

Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. But did you know that a planned gift can also protect your assets and provide for your family? You can even make a significant impact through a gift that costs nothing in your lifetime (through a charitable bequest under your will).

Five Ways to Make a Planned Gift

To read about one of the five basic ways to make a planned gift, select the one below that best fits your situation.

Gifts by Will link
Gifts by Will
Make a gift that costs nothing now.
Gifts That Protect Your Assets link
Gifts That Protect
Your Assets

Lead trusts allow you to benefit Orbis now, then your heirs.
Gifts from Retirement Plans link
Gifts from Retirement Plans
Consider retirement-plan benefits for a significant gift to Orbis.
Gifts by Estate Note link
Gifts by Estate Note
An estate note is an irrevocable pledge or debt against the donor's estate.
What to Give link
What to Give
Giving cash is simple, but giving assets such as stocks often offers additional tax savings.

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