Are you looking for a new way to engage donors who want to give—but don’t yet feel “wealthy enough”?

This session introduces a planning strategy that may be especially relevant for HENRYs (High Earners Not Rich Yet)—individuals in peak earning years or experiencing a significant financial event who want to support your institution while maintaining long-term financial flexibility for themselves and their families.

From the institution’s perspective, this approach may allow donors to begin supporting their favorite charitable organizations on an annual basis starting in year one—while aligning their giving with broader financial and tax planning goals.

Bottom line: this is a win-win—helping donors become more significant in their giving today while still protecting their family’s financial future.

This educational webinar introduces a planning concept called a Charitable Income Trust (CIT) — a strategy that, in certain situations, may allow individuals to:

• Redirect a portion of money normally paid in taxes toward charitable causes
• Create long-term income streams for themselves and their families
• Align financial planning with philanthropic and legacy goals
• Explore alternatives to traditional charitable giving strategies

Higher education, athletics, and development professionals—including those involved in fundraising, donor engagement, and advancement—both within and outside of university settings.

Download the overview: