Office of Planned Giving

Revocable Gifts

Bequest

Establish a bequest in your will that reflects your most personal and important lifetime concerns. Bequests are among the most popular and widely used planned gifts because a bequest can be changed, costs you nothing as long as you live, and provides an estate tax deduction equal to the value of gifts to charity.

Revocable Living Trust

Create a trust that can be revoked or changed which directs the disposition of your assets including charitable gifts. A Revocable Living Trust minimizes the cost and delays associated with probate, facilitates asset transfer, provides privacy and, unlike a will, assures asset management continuity in the event of disability or death.

Retirement Plan Assets

Add a charitable beneficiary designation to your qualified retirement plan. You can use a retirement plan to realize philanthropic goals and avoid income tax on plan assets (income in respect of a decedent).

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