eBrochure Library

Bequests and Charitable Designations

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.

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Unleash Your Giving Power

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.

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Charitable Gift Annuities

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.

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Charitable Remainder Trusts

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.

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Donor Advised Funds

Donor Advised Funds

DAFs are accounts hosted by a 501(c)(3), opened by an individual with donated assets above a minimum amount. The donor subsequently recommends that grants be made out of the DAF to other 501(c)(3) charities named by the donor.

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Four Gift Options with Real Estate

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.

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Gifts that Return Income

Gifts that Return Income

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.

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Giving Stock Instead of Cash

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.

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IRA Qualified Charitable Distributions

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.

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