Planned Giving

Planned giving is a tool or a means for achieving your goals for Kennedy Krieger as it enhances your own personal financial plans and security. Some common types of planned gifts are: Bequests, Charitable Gift Annuities, Trusts, Retirement Assets, Appreciated Stocks, Life Insurance.

What is Planned Giving?
A planned or deferred gift is a type of charitable gift that requires some planning, usually with the assistance of a financial advisor, and development officer. A donor may fund his or her gift with cash or other assets. Either way, the benefits of a planned gift can be very attractive.

When you create a planned gift, you would potentially increase your current income, reduce taxes, avoid capital gains tax, pass assets on to family at a reduced tax cost, and make a significant contribution to a charity.

To determine the most favorable method of making a gift, the donor, the charity, and the advisor need take into account the donors personal, philanthropic, financial and tax objectives.

The Winthrop Phelps Society
Named after the founder of the Children’s Rehabilitation Institute, the predecessor of Kennedy Krieger Institute, the Winthrop Phelps Society recognizes those Kennedy Krieger supporters who help sustain the Institute by making planned gifts such as bequests, charitable gift annuities, gifts of property, life insurance, and charitable trusts. Providing ongoing support for Kennedy Krieger is one of the most important and permanent ways you can affect the lives of the children we serve.

Learn more about Kennedy Krieger's Planned Giving Program