General Orientation to Gift Planning

  • Planned Giving 101
    A general education website that reviews commonly asked questions about planned giving and includes a glossary of planned giving terms. Published by the Central Ohio Planned Giving Council.

Taxation Considerations
Though the general Internal Revenue Service website will point you in the right direction to answer your questions, the following publications and forms are most likely to be useful to you and your financial advisor in understanding the tax implications of a donation.

Detail on Life Income Gifts
As complex financial and legal instruments, life income gifts can be confusing. The following organizations – the American Council on Gift Annuities and the Planned Giving Design Center (administered by the Community Foundation for Southeast Michigan) – give a next level of detail beyond that which is included on our website. Alternatively, feel free to reach out to at for more information on any of the gifts we’ve discussed.