Planned
Giving now
makes a big
difference later
Giving
Matters
Estate planning used to be considered
the realm of wealthy retirees who would
earmark assets for heirs, charities,
or other beneficiaries. Today people
are making such financial decisions
much earlier, and those decisions
include using their funds to benefit
their community. Donors now in their
40s are beginning to think about estate
planning, with planned giving options
serving as an effective way to give back.
30
THE CATALYST Fall 16 | sw.org