Planned Giving

Planned Giving is an avenue for donors to express their philanthropy to RPDS through gifts that memorialize their intentions in a meaningful way after their death, typically as a component of their financial or estate strategy. This practice, referred to as gift planning, legacy giving, or deferred giving, involves making planned contributions through a will or trust, which are executed once the donor has passed. These gifts can take various forms, including cash, real estate, stocks, or other valuable assets.

Many times, planned giving establishes a way for a donor to make a larger gift than thought possible, while also reducing taxes (i.e., gifts of appreciated securities, real estate, personal property, bequests, gift annuities, trust distributions, etc.).

For a confidential discussion about planned giving opportunities at RPDS, please contact Chief Advancement Officer, Mary Waldroff at mwaldroff@rpds.com or 904-353-5511x186.

Many times, planned giving establishes a way for a donor to make a larger gift than thought possible, while also reducing taxes (i.e., gifts of appreciated securities, real estate, personal property, bequests, gift annuities, trust distributions, etc.).

For a confidential discussion about planned giving opportunities at RPDS, please contact Chief Advancement Officer, Mary Waldroff at mwaldroff@rpds.com or 904-353-5511x186.