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.
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.
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.
Unleash Your Giving
Many do not realize that additional opportunities exist to give more than is possible via check and online. One can give appreciated property, such as stocks or mutual funds, or other appreciated assets like IRA funds or real estate. Other donors choose to include the school/University in their estate plans, or to fund a gift that returns income to themselves or someone else.