UNDERSTANDING THE OPTION
A blended plan combines gift methods to meet several goals. A donor might make a current gift and add a bequest, pair appreciated securities with cash, or use a beneficiary designation to complement annual support.
Combining approaches can make a long-term intention visible now while preserving flexibility. It can also help match the right asset to the right charitable purpose.
The plan should remain understandable. Complexity is worthwhile only when it clearly serves the donor’s family, financial, and charitable priorities.
Why donors consider it
- Creates impact now and later
- Can use different assets efficiently
- Allows a donor to build toward a larger commitment
- May coordinate annual, campaign, and estate giving
A thoughtful process
- List your charitable, family, and financial priorities
- Inventory assets and current beneficiary plans
- Compare a few simple combinations
- Confirm what Shrine Mont can accept
- Document the plan with advisors
Points to discuss with your advisors
- Avoid unnecessary complexity
- Keep beneficiary forms and legal documents consistent
- Review the plan as circumstances change
This overview is not legal, tax, investment, or financial advice and does not confirm that Shrine Mont can accept a particular asset or arrangement. Please consult qualified advisors and contact Shrine Mont before taking action.