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Gift Planning

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1. Select the title(s) in which you are interested


Where to Start

Ways to Give—Outlines the basics and benefits of charitable giving including life-income gifts and bequests.
A Personal and Charitable Financial Record—Provides a reference of everything you need to consider when planning your estate and space to record it—your vital statistics, financial information, insurance, investments, and location of important papers.
Guide to Federal Taxes—Discusses tax laws and charitable strategies, such as gift annuities and charitable trusts, that can reduce taxes and maximize income.

Gifts That Cost Nothing During Your Lifetime

Your Will: A Powerful Tool—Discusses wills, charitable bequests, testamentary lead trusts, and contingent bequests.
Planning Your Will for All It's Worth—Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction.

Gifts That Provide Payments to You for Life

The Charitable Gift Annuity—Explains how a gift annuity can benefit the University of Rochester and pay you partially tax-free income for life.
Gift Annuity Benefits—Outlines the benefits of one of the simplest and most popular of all the charitable gift-planning vehicles.
The Deferred-Payment Gift Annuity—Explores how a deferred-payment gift annuity can provide reliable future income while fulfilling philanthropic goals.
Charitable Remainder Trusts—Discusses how to accommodate personal financial considerations and charitable giving through the use of charitable remainder trusts.

Specific Giving Plans to Meet Your Unique Goals

Charitable Tax Planning with Retirement Funds—Gives examples of the many ways to give retirement funds to charity, as well as loved ones, while minimizing taxes on distribution.
Gifts of Real Estate—Explains how a charitable gift of a residence, vacation home, or investment realty can enhance income and produce maximum tax benefits for you and your family.
Life Insurance: A Flexible Asset—Discusses the many ways life insurance can be used to provide for loved ones and the University of Rochester, as well as how to avoid taxation on the proceeds.
Giving Appreciated Property—Illustrates some of the benefits of giving securities, real estate, and tangible personal property that don't come with giving cash.
The Charitable Lead Trust—Illustrates how a trust first making annual payments to a charity and later being distributed to your family may be an effective way to provide for their future.

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