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Goals and Benefits

Your GoalsYour StrategyYour Benefits
Maximize your deduction; minimize the gift details Use cash to make your gift to the College Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on the College
Afford a larger gift to the College – and avoid capital gains liability Give appreciated stock or bonds held over one year Buy low and give high – make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax
Make a gift for the College 's future that doesn't affect your cash flow or portfolio now Put a bequest in your will (cash, specific property, or a share of the estate residue) Today – a gift that costs you and your family nothing. Tomorrow – an estate tax deduction
Retain income benefits from the assets you give to the College – and thus afford a larger gift Create a charitable gift annuity or a charitable remainder annuity trust or unitrust Receive income for your lifetime; receive a charitable deduction; diversify your holdings
Reduce high tax liability now; gain additional income later Establish a deferred gift annuity A larger deduction and a higher income rate than our other life-income gifts offer
Tap one of the most valuable assets in your portfolio to make a gift to the College Use real estate to make your gift to the College Avoid capital gains tax, receive an income tax deduction – and have the option of a gift that doesn't affect your lifestyle
Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren Create a charitable lead trust which supports programs at the College for a fixed, finite period with the principal going to your heirs Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family
Avoid capital gains liability on the transfer of a business or partnership interest Contribute the partnership interest or closely-held stock to the College Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have
Avoid capital gains liability on the transfer of a business or partnership interest Contribute the partnership interest or closely-held stock to the College Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked
Make an endowment gift from income rather than capital Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need Increase your ability to make a significant gift to the College