Gift Planning lets you and your family fine-tune the timing, distribution, income retention, and tax savings associated with your charitable giving. Philanthropies’ gift planning team assists you and your financial advisors.
Why Plan Your Giving
Use giving as a tool to improve the world and bless your family.Learn More
What to Give: Assets
Cash is great, but other things can make a difference too.Learn More
How to Give: Tools
With gift planning, it doesn’t have to be all or nothing.Learn More
For Professional Advisors
Resources for lawyers, accountants and financial planners.Learn More
Gift Planning Services
Helping you navigate ways to give with free services.Learn More
Gift Planning Videos
Quick explanations of important charitable tools in video format.Learn More
What Assets Can I Give?
Other than cash, which can be given through any planned giving tool, there are a variety of assets you can give.
This is a nontaxable distribution made by the administrator of an IRA to a qualified public charity.Learn More
A gift of a paid-up policy can provide tremendous benefits to the Church or one of its institutions.Learn More
Retirement plan assets may be gifted during life or death, with differing outcomes.Learn More
Publicly traded securities are the most common form of noncash charitable gifts.Learn More
Learn what is needed to name a charitable organization as a beneficiary in a planned gift.Learn More
There are many different assets you can donate to help build the Kingdom of God.Learn More
Tell Us About Your Gift
If you have named The Church of Jesus Christ of Latter-day Saints or one of its charities as a benificiary in a will, trust, insurance policy, or retirement plan, please let us know.Tell us about your planned gift
How Do I Set Up My Giving?
Each planned giving tool has a variety of features that can be utilized to create a highly personalized approach to charitable giving in your estate plan.
These tools provide one of the simplest ways to make a gift while keeping all your assets available during your lifetime.Learn More
These tools allow you to retain an income from a transferred asset and can be timed to certain events while living or at your death.Learn More
These tools provide opportunities for you and your family to decide on giving opportunities now and in the future.Learn More
If you want to create a planned gift, Philanthropies Gift Planning Services will work with your attorney or financial advisor to ensure that the gift is structured to meet your charitable desires.
For a more detailed discussion of the services we provide you and your advisors, please contact us:
Involving your children and grandchildren in philanthropy can help you pass your values to them. Planned giving can help you accomplish this by involving your family in the wise administration of your financial gift.
We'd love to consult with you or your advisor:
If you love BYU, BYU-Hawaii, BYU-Idaho, or Ensign College you can join their legacy society!
Any planned or deferred gift, such as a will, a living trust, a life insurance policy, or a gift annuity qualifies you for membership.
Gift Planning Council
The Gift Planning Council (GPC) is a national volunteer council of financial and estate-planning professionals. We help facilitate donor inclined giving, and provide resources for professionals regarding planned gifts to The Church of Jesus Christ of Latter-day Saints and its affiliated charities.
The council is free to join, and provides seminars, regional meetings, and a network of support and information.Join the Gift Planning Council
Gift Planning Conference
Gift Planning Services of the Philanthropies department created the GPC Conference in an effort to create a forum for discussing family values incorporated into estate planning.
Recent conference archives: