Deferred and Planned Gifts
Planned or deferred giving enables you to arrange charitable contributions in a manner that maximizes your personal objectives while minimizing the after-tax cost. We call them planned gifts because they are directly connected to your financial and/or estate plans. They are also called deferred gifts because, even though they are given today, the University will not realize their benefit until some time in the future.
We separate deferred or planned gifts into two categories:
Life Income Gifts
Other Planned Gifts
Life income gifts allow you to make a substantial gift to the University while still retaining the income for life produced by the asset. Other planned gifts may benefit you in your estate and financial planning.
If you have questions about any of these gifts, please contact:
Candace Clark, Associate Director of Planned Giving, (919) 962-3967.
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