What are Planned Gifts?

Retirement Plans

Testimonials

Making a Bequest

Giving Securities . . .

By Mail

By Phone

In Person

Tax Advantages

Special Times to Give

Real Cost Calculator

Establishing a Charitable . . .

Remainder Unitrust

Gift Annuity

Deferred Paymt Gift Annuity

Remainder Annuity Trust

Planned Gift Calculator

Charitable Gift Annuity

With this method of giving you transfer cash or securities to the University in return for a fixed income for you and/or your designee. Charitable deductions vary according to the amount of the gift, the annuity rate, and the ages of the income beneficiaries. Part of each payment will be taxed at ordinary income rates and depending on the ages of the beneficiaries part may be tax free for a period of years. If appreciated property is used, part will be taxed at capital gain rates. An annuity requires a gift of $5,000 or more, and the minimum age to participate in this type of plan is 60.