Introduction to Planned GiVING
Planned giving describes the union of philanthropy & financial planning.
Gift Planning offers you the opportunity to make a meaningful investment in the School’s future while realizing significant financial, tax and estate planning benefits. There are a number of other ways you can extend your generosity well into the future while protecting your assets and providing for your family. Follow the links below to learn more about these gifts.
| Your Gift | When to Give | Way to Give | Potential Tax Savings |
|---|---|---|---|
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Through Your Estate | Cash, Appreciated Securities, or Real Estate/ Property | Estate Tax, Capital Gains |
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Through Your Estate | Cash | Estate Tax or Income Tax |
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During Your Life or Through Your Estate | Stocks, Bonds or Mutual Funds | Capital Gains |
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IRA Qualified Charitable Distribution
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During Your Life (age 70 1/2 or older) | Through your IRA | Income Tax |
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During Your Life or Through Your Estate | Cash, Appreciated Securities, Real Estate/ Property, or Complex Assets | Income Tax, Capital Gains, or Estate Tax |
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During Your Life or Through Your Estate | Real Estate | Capital Gains, Estate Tax, Income Tax |
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During Your Life or Through Your Estate | Personal Property | Income Tax, Capital Gains, Estate Tax |
Contact the Office of Development & Alumni Affairs at 401-643-1269.
The information on this website is not intended as legal, financial, or tax advice. Please consult an attorney, financial advisor, or tax advisor in your planning.