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Blended Gifts

There are many combinations and options that can help you meet your personal and charitable goals. Blended gifts use a variety of giving strategies by combining the power of current gifts and planned gifts, including bequests. Blended gifts can be a very attractive way for you to achieve your financial, tax and estate planning goals.

When making a current or annual gift, you can combine your cash gift with other assets:

Gifts of Cash
Cash
Property
Bequest
Appreciated Stock
Retirement
Fund
Life Insurance
Houston Hospice
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Benefits of blended gifts

  • Increase the impact of your giving
  • Preserve wealth for you and your family
  • Enjoy greater tax savings
  • See the results of your giving today while continuing to support our mission well into the future

How blended gifts work

  1. A planned gift can be added to your annual gifts of cash or property this year to increase the impact of your giving, provide greater tax savings, preserve wealth for you and your family and further our mission.
  2. Some ideas for you to consider include a charitable bequest, charitable gift annuity and charitable remainder unitrust.
  3. If you have already included a bequest in your will or created another planned gift, you could begin to see the impact of your giving today by making outright gifts of cash or property. You can avoid capital gains taxes by making a gift of your real estate, stock or other appreciated investments.

More on blended gifts

Are you interested in giving to a campaign or making a significant gift this year? Are you thinking about making a bequest or multi-year gifts? Blended gifts use a variety of giving strategies by combining the power of current gifts and planned gifts including bequests. Blended gifts can be a very attractive way for you to achieve your financial, tax and estate planning goals.

Contact us

If you have any questions about blended gifts, please contact us. We would be happy to assist you and answer your questions.

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