What Is A Planned Gift?

A basic definition of a planned gift is a gift other than cash. The oldest example of a planned gift is a provision for a charitable organization in a will. This kind of provision, called a bequest, remains the most common type of planned gift. Today, there are numerous other planned giving vehicles and we encourage you to explore each of them on this website. See the "Quick Link to a Gift", on the left, for a listing of vehicles available at Children’s Mercy.

Is Planned Giving Just For The Wealthy?

Absolutely not. Planned giving is for anyone interested in making a significant charitable contribution that will extend their influence well into the future.

How Do I Benefit From Making A Planned Gift to Children’s Mercy?

In addition to the personal satisfaction of leaving a legacy with Children’s Mercy, properly planned gifts usually provide you with financial advantages. While each vehicle is unique in how it applies to your financial situation, below are a few common benefits:

• reduce your income tax

• avoid capital gains tax

• reduce or eliminate estate tax and probate costs

• increase or defer income

• enhance growth of current assets

How Do I Know Which Planned Giving Vehicle Is Right For Me?

In order to take advantage of the financial benefits available, it’s important to match the correct planned giving vehicle to your specific financial situation. Use our Compare Gift Plans link and GiftTree link to learn the basics of gifting your various assets. As always, contact your attorney or personal financial advisor before making any material decisions based on this information.

The Office of Planned Giving at Children’s Mercy Hospital is also here to answer any questions you may have about choosing the right planned giving vehicle. We are happy to send you additional brochures, create personalized illustrations, or visit with you about your planned giving goals.

Jane Lampo Senior Director of Leadership Gifts Children’s Mercy Hospital 816/ 346-1359 jlampo@cmh.edu	Whitney Stephens, JD Planned Giving Manager Children’s Mercy Hospital 816/ 346-1361 wstephens@cmh.edu