PLANNED GIVING

WHAT TO GIVE

Planned giving can combine your compassion for the homeless and generosity with financial, tax, and estate planning goals.

Planned gifts include:

  • Wills or Bequests
  • Stocks or Mutual Funds
  • Life Insurance
  • Tax-deferred Plans
  • Charitable Gift Annuities
  • Real Estate
  • Charitable Remainder Trusts

No matter what you choose, your gift will support Operation Big Serve’s mission of changing lives and having a positive impact in our community.ere are some of the ways you can join Operation Big Serve in showing compassion and kindness to our neighbors in need.


HOW TO MAKE A PLANNED GIFT

Consider consulting with a legal or tax professional prior to making a planned gift. They can put together all of the necessary paperwork to set up your gift.

BENEFITS OF PLANNED GIVING

There are many benefits that come from making these types of gifts:

  • Tax advantages
  • Deem where your money goes
  • Leave a lasting legacy