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 firstname.lastname@example.org.
Check Out Our Monthly Feature Articles:
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Why Is Now the Time to Give?
Donating before Dec. 31 can ensure that you will receive your entitled tax benefits this year. But when is a gift considered complete? More
Leave More for Your Loved Ones
If you are passionate about supporting Trine University after your lifetime, there are many options that will make a big difference to those we serve. But our supporters often worry that the more they give to charitable causes, the less their children will receive. We have good news: With a tax-smart gift of retirement plan assets, you can make a significant impact and leave more for your heirs. More
End Your Year on a Generous Note
For most of us, 2014 was a year of financial ups and downs. So you may feel a bit unsure about the possibility of making a year-end gift to Trine University. Fear not—we've assembled a group of gifts that can work for anyone. Whatever your charitable goals or priorities, you have options to support Trine University today and into the future. More
3 Cases: Planning Rewards and Planning Wrecks
You've probably heard it said many times that it is vitally important to have your estate plans in order, but perhaps you are still not convinced. Here are three stories that highlight the benefits an estate plan can offer as well as the pitfalls that can result from poor plans. More