Planned gifts allow individuals to financially support Pioneer Institute through trusts, annuities, insurance policies, or bequests. Certain planned gifts, such charitable remainder trusts, can provide financial advantages during one’s lifetime. This is an excellent way to help secure the future of Pioneer while receiving personal financial benefits.
With planned gifts, individual circumstances as well as tax and estate planning will vary. Please consult your attorney or estate specialist. If you have any general questions about Planned Giving at Pioneer Institute, or have already included Pioneer in your estate plans, please contact our Annual Fund Director at firstname.lastname@example.org.