There are so many gift planning options available to you! Use the chart below to see how you can benefit today while guaranteeing your future impact on the College.
| If You Want…… | Your Best Gift Option Is… | Your Benefit |
|---|---|---|
| Lifetime income for you and your loved one | Charitable Gift Annuity | Guaranteed, fixed income for life, with favorable income tax treatment and current charitable deduction |
| Smart investment and tax benefit | Charitable Remainder Trust |
Variable life income for you and your loved one with performance of principal tied to the College’s endowment Reduction of estate tax and deferred income tax |
| To avoid double taxation (income and estate) on IRAs, 401(k)s, or other retirement plans | Beneficiary Designation | Reduction of estate tax and income taxes |
| To keep the current standard of living and hold your assets | Bequest | Charitable bequests are fully exempt from federal estate tax |
| To avoid capital gains tax for appreciated properties like real estate, personal property, stocks and bonds. | Contact the Office of Gift Planning to learn about your options | Benefits will vary based on each individual’s circumstances, but can include tax savings and relieve you of responsibility for unwanted property |
However you fit the College into your life plan, we appreciate it, and you will be invited to become a member of the Johnson Chapel Associates so that we can recognize your generosity.
See what your peers are doing for the College!