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Planned Giving Program

When Estate Planning Leads to a Gift

Planned giving is an approach that integrates a donor's financial planning and philanthropic wishes to maximize the benefit of both the donor and the Upstate Foundation. A variety of options are available, each of which can optimize tax and economic benefits to the donor and the donor's family.

Depending on the gift vehicle that works best for the donor, planned gifts can also provide income to the donor and/or a beneficiary.

If you are interested are giving a gift through your estate, you may want learn more about planning your gift. When an Estate Plan Should Include a Gift Plan text