What is planned giving?

Planned giving allows individuals to make large, meaningful gifts to non-profit or charitable organizations that reflect their values and beliefs, while leaving a unique legacy to memorialize those values and beliefs by supporting those organizations during their lifetime and beyond.

  • Planned gifts can create income.
  • They can be revocable to meet changing circumstances.
  • They can be combined with outright charitable gifts.
  • They can offer an immediate charitable deduction.
  • They can create a philanthropic impact, above and beyond, what individuals often expect.

Planned gifts can take the form of cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, and retirement plans.

In sum, individuals can create a meaningful charitable legacy while taking care of themselves and their loved ones – and can do so all without sacrificing their quality of life.

Types of planned giving

  • Outright Gifts (irrevocable)
    • From an individual
    • From a donor advised fund
    • From a private family foundation
  • Charitable Lead Trusts (irrevocable)
  • Bequests in Wills and/or Trusts (revocable)
    • A bequest is a financial term describing the act of giving assets such as stocks, bonds, jewelry, and cash, to individuals or organizations, through the provisions of a last will and testament or trust
  • Gifts through Designated Beneficiary Assets (revocable or irrevocable)
    • Can be set-up as primary or contingent
    • Retirement Plans (IRAs, 401ks, 403bs)
    • Required Minimum Distributions
    • Qualified Charitable Distributions
    • Life Insurance
    • Annuities
  • Retained Life Interests (irrevocable)
    • Gift of home or farm ground with retained life interest
  • Charitable Gift Annuities (irrevocable)
  • Charitable Remainder Unitrusts (irrevocable)
  • Charitable Remainder Annuity Trusts (irrevocable)

Who should be involved?

  • Estate Attorney
  • CPA/Accountant
  • Financial Advisor
  • Planned Giving Officer with the Non-Profit Organization (if any)

What language should be used?

I hereby give and bequeath to THE JULIAN CENTER, Indianapolis, Indiana, all (or _%) of the residue of my property and estate, to be directed to THE JULIAN CENTER’S general endowment fund.
Similar language could be used for any non-profit or charitable organization.

  • the key is to reasonably identify the non-profit or charitable organization
  • give a specific amount or percentage
  • give a purpose for the gift (if any)

More information

If you’d like to learn more about making a donation to The Julian Center, visit our Donor webpage. If you would like to speak to someone about making a donation, please contact Heather Parker at hparker@juliancenter.org or 317-941-2219.

Every Gift Makes an Impact

Your Donations Make Every Program, Meal Served, and Night's Stay Possible

$ 0

Can provide a gas card for a survivor to get to work.

$ 0

Can provide 4 hours of staffing for our 24 hour crisis line.

$ 0

Can provide a bus ticket to get a survivor out of town for safety.

$ 0

Can help run the entire Julian Center campus for one hour.

The Julian Center empowers survivors of domestic and sexual violence and creates a community where every individual is safe and respected. And we are proud to be the largest organization of its kind in Indiana.

Since 1975, we have assisted more than 66,350 people and educated over 365,750 others on the causes and effects of domestic and sexual violence and its impact on our community.