Planned Giving


Planned gifts benefit Annie’s Place and provide the donor with an opportunity to create a lasting legacy for future generations while maximizing the tax benefits of a donation.

Types of Planned Gifts

 Information for Advisers

Investment advisers help many individuals consider, among other things, charitable estate or tax planning strategies that can help meet their financial needs as well as their philanthropic goals. By sharing information about Annie’s Place planned giving program with clients who might have a potential interest, advisers play a vital role in matching their clients with Annie’s Place. Investment advisers are welcome to contact Annie’s Place Philanthropy Team at philanthropy@anniesplacecares.org for material and information to share with their clients.