What is a Planned Gift?
Typically, a "planned gift" is a gift made through a revocable trust or will, gifts that provide lifetime income to the donor, and more complex gifts of real estate and tax-deferred retirement assets.
Why Make a Planned Gift?
Planned gifts are popular because of the financial flexibility and tax benefits they provide. They are also an effective means of Christian stewardship as they redirect assets to ministry that otherwise might be lost in estate taxes, capital gains taxes or income taxes.
Your gift will provide financial and tax rewards, while also serving your desire to be a partner in the University's broad and earnest mission. Consider a planned gift today and become a member of the George S. Claghorn Society.
- Income Generating Gifts
- Gifts of Real and Tangible Property
- Gifts that Pass Assets to Heirs
- Testamentary Gifts
- Testamentary Life Income Gifts
Planned Giving Office
James G. Rogers, CPA, Vice President