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Planned Giving

Planned Giving

A planned giving program will not solve a non-profit's immediate financial needs. It is an investment in its future financial well-being. A planned giving program takes time to construct and even more time to realize results. Donors use a variety of planned giving vehicles that meet their particular needs. You should of course consult with your attorney and with your tax accountant as you consider which you might want to use in making your gift.

A planned giving program may include:

  • Bequests
  • Stocks/Bonds
  • Retirement Plan Beneficiary
  • Life Income Plan
  • Charitable Gift Annuities
  • Charitable Remainder/Lead Trusts


A bequest may be a specific gift, all or a percentage of your estate or what remains after specific bequests to loved ones.  Bequests can be endowed that is, the base amount will remain those dollars will be invested and the income will be available forever and can be directed to virtually any or to any specific program.

Retirement Plan Assets

The tax system makes retirement plan assets costly to inherit.  Funding a charitable bequest with an IRA or retirement plan prevents the bequest from being a liability of your estate.

Charitable Gift Annuity

For a minimum of $10,000, a charitable gift annuity enables you to transfer cash or marketable securities to the organization which will in turn issue the gift annuity in exchange for a current income tax deduction and the our promise to make fixed annual payments to you for life.  The annuity payments can begin immediately or be deferred to some future date.


Some people create significant charitable gifts of life insurance by naming the organization as a beneficiary on already existing and even totally paid up policies; others take out new life insurance policies and name the organization as the beneficiary.  You can work with your insurance advisor to arrange these gifts.

Real Estate

While we often think of an estate as being primarily cash, many people’s estates include a range of non-cash items with significant value a home, works of art, cars, furniture, a vacation home.  Donors can arrange to have tax advantages now, retain use of items and eventually have the items go to the organization through their estates.

Other Vehicles

You may have heard friends or your advisors talk about estate gifts through charitable remainder trusts, living trusts, charitable lead trusts or charitable remainder unitrusts.  These may or may not meet your needs.  You should talk to your advisor or, again, we’ll provide names of advisors who can initially help you think through what might work for you at no cost to you.

The Hodge Group will assist your organization with starting or enlarging your planned giving initiatives. We offer a tailored marketing and donor education plan, information for board and staff about planned giving instruments, information on the role of a professional advisors council, and recommendations for print and web materials. We employ a full portfolio of tools, which form the basis of our planned giving system.  We work with you to:

  • Make use of what you already have
  • List a particular person as the planned giving contact
  • Include a link to a planned giving section on your website
  • Educate board and staff
  • Use methods that work
  • Fight for a budget
  • Create new materials

Let's Work Together

We will work side-by-side with you as a trusted advisor to find unique solutions and opportunities that work for your organization. We customize our counsel around your individual needs, whether you need strategic advice in one particular area or full-service planning and implementation. Our approach is personal. Our services are flexible.