Simple Ways to Make a Planned Gift to 欧文康考迪亚大学
礼物的种类
遗产
Including 欧文康考迪亚大学 in your will or Living Trust is an easy process. The bequest can be specific or general, a percentage or flat amount. Contact us so we can assist you with the legal wording and provide examples for your lawyer.
受益人名称
Consider making 欧文康考迪亚大学 a beneficiary of an asset, 或者资产的一部分, 在你的庄园里. 不需要遗嘱或生前信托.
慈善捐赠年金
A 慈善捐赠年金 is a great way to secure guaranteed lifetime income for yourself while remembering 欧文康考迪亚大学 with a planned gift after your death. 你 also receive an immediate tax deduction for a portion of the gift.
慈善余款恒信信托(CRUT)
A Charitable Remainder Unitrust will supply annual, quarterly or monthly income for your lifetime or for a specific number of years chosen by you. 你 choose the payout percentage of the CRUT and receive an immediate tax deduction for a portion of the gift. Once the term ends, 欧文康考迪亚大学 receives the remaining value of the CRUT.
Testamentary Charitable Remainder Unitrust(TCRUT)
A Testamentary Charitable Remainder Unitrust works exactly like a traditional CRUT but the income payments do not start until your death. A TCRUT makes sure your beneficiaries receive their inheritance spread out over a set number or years or over their lifetime instead of one lump sum.
资产类型
资产升值
Real Estate or Stock investments are assets that can increase significantly over time and will incur capital gains tax if sold. Consider using these assets to fund a planned gift to 欧文康考迪亚大学.
人寿保险
A gift of life insurance is a great way to leverage your impact simply by naming 欧文康考迪亚大学 as a beneficiary. In this way, you can make a sizable gift through a wise investment.
退休账户
Preserve more of the tax free assets 在你的庄园里 for your family by donating your tax-deferred retirement accounts(401k’s, 403b’s, IRA’s) in a planned gift to 欧文康考迪亚大学. 事实上, 从72岁开始, a withdrawal from your IRA called a Required Minimum Distribution(RMD) is mandatory every year!
Request a free copy by contacting the Office of Institutional Advancement at (949) 214-3180 or (电子邮件保护)
慈善余款恒信信托(CRUT)