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Leave a Lasting Legacy

At º¬Ð߲ݴ«Ã½AV, we believe that planned giving is a powerful way to make a lasting impact, one that shapes the future for generations of students. Your legacy gift can help create brighter futures through education while also providing potential financial benefits for you and your loved ones.

“We make our donations to the º¬Ð߲ݴ«Ã½AV by using Qualified Charitable Donations (QCDs) from our IRAs… It helps students while reducing our taxable income.â€
— Darwin and Susan Cline

Your gift helps provide access to education, resources, and opportunities that change lives. It’s more than a donation—it’s an investment in the future.

Ways to leave a lasting legacy

 A gift in your will

  • Your Goal: Make a gift that costs you nothing during your lifetime.
  • Your Method: Include a gift of cash, property, or a share of your estate through your will or trust.
  • Your Benefit: A gift that does not affect your cash flow, and you can adjust your gift as circumstances change.

Beneficiary

  • Your Goal: Make a gift while leaving more of your estate to your heirs.
  • Your Method: Name the º¬Ð߲ݴ«Ã½AV as the beneficiary of your retirement plan, such as IRA, 401(k) or 403 (b) and pass less-taxed assets to your heirs.
  • Your Benefit: Avoid up to 60% income tax on your retirement assets; pass more of your estate to your heirs.

Gifts of Appreciated Securities

  • Your Goal: Make a gift while avoiding capital gains liability.
  • Your Method: Give the º¬Ð߲ݴ«Ã½AV appreciated stocks, bonds or mutual funds to sell and use the proceeds.
  • Your Benefit: Make a significant gift; receive an immediate income tax deduction; pay no capital gains tax.

Gift of Life Insurance

  • Your Goal: Make a large gift at little cost.
  • Your Method: Name the º¬Ð߲ݴ«Ã½AV as the primary or contingent beneficiary in an existing policy.
  • Your Benefit: A strategic and often tax-efficient way to support the º¬Ð߲ݴ«Ã½AV

Donor Advised Fund

  • Your Goal: Receive a tax deduction and time your gifts to your favorite charities.
  • Your Method: Recommend a distribution to the º¬Ð߲ݴ«Ã½AV through your Donor Advised Fund.
  • Your Benefit: Make annual charitable gifts, make multi-year pledges, and leave the rest to a beneficiary.

Let’s Talk

We’d love to work with you and your advisor to find a planned giving strategy that meets your goals.

Tax ID: 57-0565961. This page is for informational purposes and does not constitute legal or tax advice.