The following is a brief outline on the planned giving opportunities that you may want to consider as you formulate your financial and estate plans. Many benefactors of the University have found that using one or more of these techniques allowed them to meet both their personal financial objectives and their philanthropic goals. Through proper planning they were able to maximize tax benefits for themselves, provide for their lifetime needs and establish meaningful gifts to support the charitable causes they cared most about.

We would be delighted to explore planned giving with you, and we encourage you to discuss the application of the following planned giving approaches with your attorney or tax advisor.

Bequest or Beneficiary Designation

Charitable Remainder Unitrust

Charitable Remainder Annuity Trust

Charitable Lead Trust

Charitable Gift Annuities

Donor Pooled Income Fund

Gift of IRA or other Retirement Assets