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

 

Charitable Bequest

 

Through Your Estate Cash, Appreciated Securities, or Real Estate/ Property Estate Tax, Capital Gains

 

Beneficiary Designation

 

Through Your Estate Cash Estate Tax or Income Tax

 

Appreciated Securities

 

During Your Life or Through Your Estate Stocks, Bonds or Mutual Funds Capital Gains

 

IRA Qualified Charitable Distribution

 

During Your Life (age 70 1/2 or older) Through your IRA Income Tax

 

Charitable Lead Trust

 

During Your Life or Through Your Estate Cash, Appreciated Securities, Real Estate/ Property, or Complex Assets Income Tax, Capital Gains, or Estate Tax

 

Real Estate

 

During Your Life or Through Your Estate Real Estate Capital Gains,  Estate Tax, Income Tax

 

Personal Property

 

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.