Planned Giving

A planned gift, or legacy gift, is a contribution that is arranged in the present and allocated at a future date. Planned giving allows you to help Safe Alliance now and in the future. There are multiple ways to make a planned gift to accommodate many different situations.  

Benefits of Planned Giving
  • Reduce your income taxes
  • Avoid capital-gains tax
  • Increase your spendable income
  • Retain payments for life
  • Achieve no-cost, worry-free asset management
Common Types of Planned Giving
  • Bequests
  • Charitable Gift Annuity
  • Charitable Lead Trust
  • Charitable Remainder Trusts
  • Life Insurance/Pension
  • Memorial and Honor Funds
  • Pooled Income Fund
  • Retained/Returned Life Estate
You may benefit from contacting your financial or tax adviser about planned giving. To speak with someone at Safe Alliance about planned giving, please contact Caitlin Donley at or 704.332.9034.

Legal information: Safe Alliance, Inc. is a 501(c)(3) nonprofit organization as determined by the US Department of Treasury and the Internal Revenue Service. Our federal tax id number is 56-0529967.

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