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What are Planned Gifts?

A planned gift is any gift given for any amount, given for any purpose...operations, capital expansion, or endowment...whether for current or deferred use, which requires the assistance of a professional staff person, a qualified volunteer, or the donor's advisors to complete. In addition, it includes any gift which is carefully considered by a donor in light of estate and financial plans.

Planned gifts that provide income are an excellent way to give, and their flexibility makes them popular.

Here's how they work. You transfer to Washington University assets such as cash, securities, or other appreciated property. The University then invests the assets and pays you and/or your designee an income for life or, if you choose, for a term of up to 20 years. You are encouraged to choose how the residue of the gift will be used.

Planned gifts enhance your estate by helping you increase cash flow, reduce taxes, and avoid the cost of probate. What's more, you will be relieved of capital gain tax when appreciated property is used to fund this type of gift.

Planned gifts offer numerous tax-wise options. For instance, you can give real estate--a residence, summer home, or farm--while retaining the use of it for the rest of your life.

Because this type of gift offers so many options, both for you and for Washington University, the Office of Planned Giving will be happy to provide information that will allow you and your advisers to design a plan that best reflects your personal and financial wishes.