| If You Want To: |
We Suggest: |
- Control your assets throughout your life
- Deduct 100% for estate tax purposes
|
Wills and Bequests |
- Avoid capital gains tax on the sale of securities
|
Gift of Stock |
- Ensure that your wishes are fulfilled in perpetuity
- Form long-term foundations for students, faculty, and institutional growth and development
|
Gift of Endowment |
- Make a charitable bequest
- Gift your IRA income
|
Gift of IRA |
- Avoid taxes on the policy's surrender value
- Receive a tax deduction for the premiums you pay
- Gift a policy which is no longer needed
|
Gift of Life Insurance |
- Establish a life income gift with potential for growth
- Receive a charitable deduction
|
Charitable Remainder Unitrust |
- Have a predictable, guaranteed income not subject to market fluctuations
- Receive a charitable deduction
|
Charitable Remainder Annuity Trust |
- Guaranteed income for life
- Portion of income is tax free
|
Charitable Gift Annuity |
- Lower the impact of a high gift and estate tax bracket
- Pass wealth to family members free of gift and estate taxes
|
Gift of Charitable Lead Trust |
- Transfer your estate to your heirs without estate tax
- Replace contributed assets in your estate
|
Wealth Replacement |