Planned gifts can take
on many forms,
cash, securities/stocks, artwork,
policies, retirement plans, personal property and more.
Planned Gift: Any major gift made as part of a donor’s overall financial and/or estate planning.
Including PATH in your estate plan helps you make a major contribution to a cause in which you
believe, while greatly helping PATH continue to pursue our mission to end homelessness for
people and communities.
Planned gifts can take on many forms, including cash, securities/stock, artwork, real estate, life
insurance policies, retirement plans, personal property, and more.
There are three major types of planned gifts:
- Outright gifts that use appreciated assets as a substitute for cash.
- Gifts that return income or other financial benefits to the donor in return for the contribution.
- Gifts payable upon the donor’s death.
Please consult with your attorney or financial adviser to decide which method is best for you.
He or she can advise you on the pros and cons of each approach, and the steps necessary to
pursue your chosen giving method.
Want to learn more about how you can include PATH in your estate planning?
Call (323) 644-2229, or Email KatieH@epath.org