What Is Gift Planning?
- Endowed Funds
- Life Income Gifts
- Life Insurance Gift
- Naming Opportunities
- Retirement Plans Assets
The term gift planning refers to any charitable gift that is planned before it is made. These are popular due to the tax benefits, valuable income and income for life that donors can benefit from. There are many different gift vehicles available and the Trine University Development Department is ready to help you design a gift strategy that will meet your financial needs and the mission of Trine University. Planned gifts can take many forms. The manner in which you decide to support Trine is a matter of personal preference. The choice of the gift should always be best suited to the needs and desires of the donor.
Potential benefits of planned gifts include:
- Increasing current income to oneself or others
- Avoiding capital gains tax
- Reducing one's income tax and or estate taxes
- Easing the transfer of assets to family members or loved ones
- Making significant, meaningful donations to the university
Future gifts assure the long-term growth of Trine University and provide you with tax advantages as well as personal satisfaction of supporting a cause you believe in.
For more information, or to discuss your own gifting interests please contact the office of Alumni & Development at 260-665-4114 or email@example.com.
Check Out Our Monthly Feature Articles:
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Memorial and Honorary Gifts: Getting Started
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Ways to Pay It Forward
Discover how to use your life insurance as a hassle-free way to support our good work. More
Planning for a Financially Secure Retirement
Being ready for a financially secure retirement takes planning that begins early and never really ends. Children grow up. Incomes rise or fall. The time left between work and retirement narrows. But let's focus on best practices during the ages of 55 to 69. More