Legacy Giving/Planned Giving

A Quick Guide to Legacy Gifts


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This summary chart will give you a quick overview of many of the legacy giving options available to you. Please keep in mind that your individual circumstances need to be considered before taking any action. As with all tax and estate planning, please consult your attorney or estate specialist. Return to the Legacy Giving home page.

A primary question to consider first is have you made out a will?

If you have not yet written a will, regardless of your charitable intent, please consider this.

If your goal is to:

Then you can:

And your benefits may include:

Make a quick and easy gift.

spacer

spacerSimply write a check now, or give through our secure online process.

spacer

spacerAn income tax deduction and funds we can put to immediate use.

Avoid tax on capital gains.

 

spacerContribute long-term appreciated stock or other securities.

 

spacerA charitable deduction plus no capital gains tax.

Defer a gift until after your lifetime.

 

spacerAdd a bequest to your will or trust (give cash, specific property, or a share of the residue of your estate).

 

spacerYou retain control of your assets. There may be a reduction in estate taxes.

Make a revocable gift during your lifetime.

 

spacerName us as the beneficiary of assets in a living trust.

 

spacerFull control of the trust terms for your lifetime.

Receive guaranteed fixed income that is partially tax-free.

 

spacerCreate a charitable gift annuity.

 

spacerCurrent and future savings on income taxes, plus fixed, stable payments.

Avoid capital gains tax on the sale of a home or other real estate.

 

spacerDonate the real estate to Utah State University Foundation or sell it to us at a bargain sale.

 

spacerA charitable tax deduction with the possibility of reducing or eliminating capital gains tax.

Avoid the twofold taxation on IRA or other employee benefit plans.

 

spacerName us as the beneficiary of the remainder of the retirement assets after your lifetime.

 

spacerIt lets you leave your family other assets that carry less tax liability.

Give your personal residence or farm, but retain life use.

 

spacerCreate a charitable gift of future interest, called a retained life estate.

 

spacerIt gives you tax advantages plus use of the property.

Make a large gift with little cost to you.

 

spacerContribute a life insurance policy you no longer need.

 

spacerCurrent and possibly future income tax deductions.

Secure, fixed payments for life with a hedge against inflation over the long term.

 

spacerCreate a charitable remainder unitrust.

 

spacerVariable payments for life plus tax benefits.

Secure fixed payments for life while reducing market risks.

 

spacerCreate a charitable remainder annuity trust.

 

spacerIt gives you tax benefits and often boosts your rate of return.

Give income from an asset for a period of years but retain the asset for yourself or your heirs.

 

spacerCreate a charitable lead trust.

 

spacerAsset is returned to the donor or heirs with federal estate tax savings and income tax deductions for income donated.

 


For more information or a confidential discussion of your charitable options, please email or call the General Manager, Peg Arnold, at (435) 797-3138.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Legacy Giving section has been developed for Utah Public Radio by Future Focus. Please report any problems to section webmaster.