Planning Your Gift

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Considerations

When considering a planned gift, we recommend you ensure that it:

  • Considers personal and family needs
  • Is tailored to your financial situation
  • Is usually made from assets, not current income
  • Is a tax-effective way of giving
  • Enables you to a make difference to an organization which is important to you
Common Planned Gifts

There are a number of ways to make a planned gift. Some common planned gifts include:

  • Multi-year project gifts
  • Harmonia Society Bequests 
  • Gifts of life insurance
  • One-time major gifts for special projects
  • Gifts to the general endowment
  • Named endowment fund opportunities