Bequests and Charitable Designations
Estate gifts through provisions in a will or living trust, or through the beneficiary forms on insurance or retirement funds, are the oldest and largest types of gifts made in humanity.
Overview: Unleash Your Giving Power
This sheet describes the most common options for giving beyond writing a check. Whether you wish to endow a scholarship or boost a particular program, these giving options provide critical support for the school or University while helping advance your personal and financial goals.
Charitable Gift Annuities
For almost 180 years, Americans have been using charitable gift annuities to provide income—usually for life—in exchange for a donation of assets.
Charitable Remainder Trusts
The charitable remainder trust (CRT) allows donors to customize income to their needs, convert illiquid assets into a new stream of income, or a host of other financial and estate planning goals that can be accomplished through a charitable trust.
Four Gift Options with Real Estate
Donors with real estate available to them for gifting purposes have several options: giving it outright to the Foundation; giving it and receiving a portion of the income; giving it and living in it for life; or selling the property at a discount.
Gifts that Return Income
An issue many generous people face is how to make gifts while providing for oneself or the needs of one’s family. Gifts that return income present one possible solution, as they simultaneously generate income for the donor and family while supporting a cause important to the donor.
Giving Stock Instead of Cash
Giving appreciated stocks and mutual funds (owned for more than one year) immediately adds a tax advantage over making the same gift in cash.
IRA Qualified Charitable Distributions
Giving appreciated stocks and mutual funds (owned for more than one year) immediately adds a tax advantage over making the same gift in cash.
