Planned Giving
Support youth financial literacy for years to come through bequests, beneficiary designations, and other planned gifts to Grow Together Initiative.
Planned Giving
A thoughtful way to sustain youth financial literacy for years to come.
Planned giving allows you to support youth financial literacy in a way that fits your life, your family, and your long-term financial goals. With thoughtful planning today, you can help ensure that Grow Together Initiative continues teaching young people to budget, save, invest, and thrive for many years to come. It is one of the most powerful ways to turn the values you hold today into opportunity for the next generation.
What Is Planned Giving?
A planned gift is a charitable contribution arranged now and fulfilled in the future, often as part of your overall estate or financial planning. Planned gifts come in many forms and sizes, and most cost nothing during your lifetime, which makes them a meaningful option for supporters at every stage of life.
Ways to Make a Planned Gift
There are several simple ways to include GTI in your plans. You can leave a gift in your will or trust by naming Grow Together Initiative as a beneficiary of a specific amount or a percentage of your estate. You can name GTI as a beneficiary of a retirement account or life insurance policy, often by completing a simple form with your plan provider. You can also give appreciated assets, such as stocks or other securities, which may offer tax advantages while making a lasting difference.
The Benefits of Planning Ahead
Planned gifts are flexible. You can adjust them as circumstances change, and they allow you to make a larger impact than might be possible today. Depending on the type of gift, there may also be tax benefits for you or your estate. Many supporters find that planned giving lets them care for their loved ones first while still creating a legacy of generosity. Most importantly, your gift keeps financial literacy education, scholarships, and mentorship available for generations of young people.
Start the Conversation
If you have included GTI in your plans, or would like to explore the options, we would be honored to hear from you. Contact us at info@growtogetherinitiative.com or (860) 266-0537. This page is for general information only and is not legal or financial advice, so please consult your attorney or financial advisor when planning your gift.