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Planned Giving

Planned giving is a wonderful way to leave a legacy to the University while also providing financial security for you and your family. 

Among the benefits donors may receive are:

• An immediate federal income tax deduction for a portion of the gift’s value.
• Increase in spendable income if the gift is made to a Charitable Annuity, Remainder Trust, or Lead Trust.

Some forms of Planned Gifts include:

Donor Advised Fund:  is a charitable giving vehicle administered by a third party and created to manage charitable donations on behalf of an individual or family. A donor-advised fund can be established easily and at low cost.

Charitable Gift Annuity: enables donors to enjoy a fixed annuity for life, some of which may be tax-free, and to receive an immediate charitable deduction.

Charitable Remainder Trust: allows donors to receive income for life or for a fixed number of years, receive an immediate income tax deduction, pay no capital gains tax, and reduce their estate tax.

Charitable Lead Trust: enables donors to transfer an asset to a trust during the individual’s lifetime or at death that pays a stipulated income to the University for a fixed number of years or for a lifetime. At the end of the trust term or when the individual dies, the asset is returned either to the original donor or to another beneficiary such as a spouse or child.

Appreciated Investments:  donors may gift real estate, securities, or mutual funds to the University.

Bequests by Will or Living Trust: enables donors to designate in their will that either a specific dollar amount or a percentage of their estate goes to the University.

Life Insurance: donors may contribute an existing life insurance policy or establish a new policy naming the University as owner or beneficiary.

Retirement Accounts: donors may name the University as a beneficiary of their retirement account.

 

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