Estate Planning

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 income for life
  • 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

The Mines Annual Fund helps to achieve the University's mission. Gifts to the Mines Annual Fund will support the efforts of the Alumni Association, the Foundation and the Hardrock Club to provide exceptional program support. A gift to the Mines Annual Fund is an expression of your support to your alma mater and will make an immediate impact on programs and student success. Leave your legacy today!

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