What is a blended gift plan?

A blended gift plan is created when you combine two or more giving vehicles to increase your philanthropic impact, maximize your personal tax benefits, preserve wealth for you and your family and further the AMC’s mission for the outdoors. By blending multiple giving vehicles, you can make an impact far greater than ever imagined.

How does it work?

You combine two or more giving vehicles to achieve your charitable intentions with AMC. Below are several gift vehicles available to you

Immediate / Outright Giving Vehicles Deferred / Planned Giving Vehicles
Cash Bequest/Trust
Stock/Securities Charitable Gift Annuity (CGA)
IRA Rollover Retirement Assets
Real Estate Life Insurance

Blended Gift Plan Examples

If you want to create an endowment to honor a loved one and support your favorite trails, and your available resources are limited, a blended gift plan may be right for you. Currently, a newly named endowment requires a gift of $100,000 or more. Here is a blended gift plan that would reach that:

  • Outright gift: 5-year pledge of $5,000 each year = $25,000
  • Gift annuity: $50,000 to pay income for life as part of your retirement income plan
  • Estate commitment: a gift from your estate to complete the funding of the endowed fund

The blended gift plan above is just one way to fund a new endowment. We can tailor the blended gift plan to your situation and financial priorities.

Perhaps you want to provide special funding for a favorite program with a gift of $50,000. If you are 70½ or older and own an IRA, a blended gift plan might look like this:

  • IRA charitable rollover (tax-free gift to AMC): $10,000
  • Gift annuity: $15,000 to pay income for life to supplement retirement income
  • Estate commitment: a gift from your estate to complete the funding

Staff in our Planned Giving Office welcome the opportunity to explore how a blended gift plan can benefit you and AMC. Please contact us. Your support helps  create a future where being outdoors is an integral part of people’s lives and where our natural resources are healthy, loved and protected.

Of course, we always recommend that you consult your own advisors when considering a gift of this type.