| If You Want to: |
We Suggest: |
 | Control your assets throughout your life |
| Deduct 100% for estate tax purposes |
|
Wills
and Bequests |
| Avoid capital gains tax on the sale of securities |
|
Gift
of Stock |
| Ensure that your wishes are fulfilled in perpetuity |
| Form long-term foundations for students, faculty and institutional growth
and development |
|
Gift
of Endowment |
| Make a charitable bequest |
| Gift your IRA income |
|
Gift of IRA |
| Avoid taxes on the policy's surrender value |
| Receive a tax deduction for the premiums you pay |
| Gift a policy which is no longer needed |
|
Gift
of Life Insurance |
| Establish a life income gift with potential for growth |
| Receive a charitable deduction |
|
Charitable
Remainder Unitrust |
| Have a predictable, guaranteed income not subject to market fluctuations |
| Receive a charitable deduction |
|
Charitable
Remainder Annuity Trust |
| Guaranteed lifetime income |
| Portion of income is tax free |
|
Charitable
Gift Annuity |
| Lower the impact of a high gift and estate tax bracket |
| Pass wealth to family members free of gift and estate taxes |
|
Gift of
Charitable Lead Trust |
| Transfer your estate to your heirs without estate tax |
| Replace contributed assets in your estate |
|
Wealth
Replacement |
