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Gift Planning
Gift Planning for You and Your University:
A guide to help you plan your charitable giving
For more information, please see the University of Minnesota Foundation's Planned Giving Office.
"My commitment to the University is like a tree.
My gift starts out as seed money.
Somebody else has to water it
and nurture it, and keep it growing.
Then it's harvested after I'm gone.
That little seed has become a big tree,
improving someone's life in the future."
-Dean Leonard, DDS, '75, '77
University of Minnesota Presidents Club
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OUTRIGHT GIFTS
Maximum tax advantages for you; immediate benefits for the University
Cash
The easiest way you can give
The simplest way to make a gift; includes donations by check, credit card, and
money orders.
Stocks and Other Securities
Enjoy additional tax savings
Stocks, bonds, treasuries, and mutual funds; may offer substantial tax savings.
Real Estate
An alternative to cash or securities
Personal residences, second homes, developed or undeveloped property; a practical
alternative when cash or securities are not available.
Personal Property
Artwork, books, collections, antiques; value determined by fit with University's
mission.
Visit the University of Minnesota Foundation for more information.
DEFERRED GIVING OPPORTUNITIES
Arrange your gift today for everyone's benefit
Wills and Living Trusts
Retain control of your assets during your lifetime
Bequests
Gifts made through a will; allows you to control assets during your lifetime and
reduce your estate taxes.
Wills and Living Trusts
Retain control of your assets during your lifetime.
Income-Producing Gifts
Make your gift and receive and income
Cash, securities or real estate contributed in return for income for you and your
beneficiaries; provides benefits to you and your University.
Unitrust
A separately invested trust that annually pays your beneficiary a varying
percentage of the trust's assets; offers market flexibility and hedge against inflation.
Annuity Trust
A separately invested trust that pays your beneficiary a fixed amount, providing
predictable income annually.
Pooled Income Fund
Gifts pooled together for investment and management purposes. Beneficiaries
receive annual payments that represents their share of the fund.
Gift Annuity
An annuity that pays the beneficiary an established amount for life based on the
beneficiary's age. A portion of the income may be tax-free.
Deferred Gift Annuity
An annuity in which payments are deferred until a later date. Generally the payout
percentage and deduction are larger for an immediate annuity.
Charitable Lead Trust
A tax-advantaged plan to provide for heirs
A special trust that provides income to the University for a fixed period; gift
eventually returns to donor or heirs.
Life Insurance
Make a gift of insurance no longer needed
You purchase insurance that designates the University as beneficiary and/or owner
of the policy.
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