What is Planned Giving?

Planned giving is when an individual makes a donation, during their lifetime or at death, as part of a financial or estate plan. Whether it is through a Will, Retirement assets (IRA, 401K, etc.), or Property, individuals at all income levels can make a meaningful gift to The Franklin Institute through a planned gift.

While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate.

Charitable planned gifts offer a tremendous opportunity for you to provide valuable financial support to The Franklin Institute while receiving a benefit in return. Whether you may derive a charitable tax deduction, a return of income, or the security of planning for your future, you may also create a gift plan that establishes your legacy with the Institute.

To learn more about making a planned gift in support of the Institute’s museum and education programs, while minimizing your tax burden, please visit our planned giving website powered by our partner, Pentera.

We hope you decide to develop a meaningful and lasting relationship with The Franklin Institute.