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What is a planned gift?

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What is a planned gift?

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A planned gift is a significant gift that you plan to give now or in the future to TB Vets Charitable Foundation. A planned gift is a thoughtful, well-planned, tax-wise donation that achieves your philanthropic and estate planning objectives. Click here for ideas on how you can make a planned gift.

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A. Planned gifts are generally the easiest way to make the greatest impact on an institution. Different types of planned gifts achieve different objectives — such as minimizing your current tax burden, supporting an institution you care about while providing for your heirs, increasing current income, or minimizing estate taxes later. Planned gifts include bequests, trusts, pooled income funds and gifts of retirement plans, life insurance or real property.

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