Planned Giving
A planned gift is a powerful philanthropic tool creating opportunities for donors and charitable organizations such as Citadel Foundation. A planned gift is a decision that considers your personal giving objectives while maximizing the tax advantages and estate planning benefits of your gift. Citadel Foundation is very fortunate to have been the benefactor of the P.W. Sims Estate bequest, a legacy which has had a tremendous impact on both our Foundation and our community. Planned giving tools have evolved tremendously since the P.W. Sims bequest, facilitating your giving needs through various types of gifts which include the following: