Planned giving allows alumni and
friends to support the future needs, programs and students of the school for
long-range financial stability. While leaving a legacy for you,
the donor, it also provides certain benefits for you and your heirs,
Allows you, and not the states in which you reside, to determine where
your money and property goes.
May provide income, capital gains and estate tax savings.*
Many provide competitive and consistent
payments for the giver.
If the gift is funded with highly appreciated stock that has been held
for more than a year, capital gains taxes are eliminated.
Leaves a legacy for the school, providing it with substantial income to
aid it in continuing its mission.
* A Note About Estate Taxes - According to recent tax laws, the estate tax will be phased out
gradually until 2009, be totally eliminated in 2010, and then return
its 2001 levels in 2011, under a "sunset provision."
Thus, currently the estate of a Will executed after 2010 might be
subject to taxes, which could be reduced by charitable remainder
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