Welcome to Gift Planning

 

Gift planning helps you integrate your personal and family financial goals with your charitable giving. The staff of the Office of Trusts and Estates would be pleased to work with you and your professional advisor to develop a gift plan that meets your personal and philanthropic objectives. We invite you to explore our site to learn how a properly planned gift may actually:

• Increase your spendable income and complement your retirement income
• Reduce your income, estate, and capital-gain taxes
• Create your personal legacy and maximize your lasting impact on the future of the University.

It will be our privilege to help you accomplish your philanthropic objectives. Explore your options and, when you are ready for more information, please contact us for a confidential conversation about your interests.

Life-Stage Gift Planner™ Learn which type of gift may be appropriate at your stage of life. Read more ...

Featured Article Diversify Your Concentrated Holding with a Charitable Trust Read more...

Donor Story T.C. ’60 and Pam ’62 Lewis—Year-End Giving Helped Us Provide Support to Nursing Students Now and in the Future Read more ...

Our Latest Newsletter Year-End Issues: A Charitable Planning Quiz Read more...

© Planned Giving Content, Pentera, Inc. All rights reserved.