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