Gift Plans

Have additional questions?

Contact our staff today.

Click here for our
Gift Acceptance Policy.

This information is not intended as legal advice.
Please consult with a tax attorney to determine the best gift plan for you.

If you usually make charitable gifts by writing a check, be sure to consider whether making a gift directly from your IRA or with appreciated securities would provide an even better tax benefit for you. Contact us to discuss these and other additional tax-wise planning and gifting strategies.

When making a gift of assets or cash to William Peace University, there are several plans you can take advantage of. Each method offers opportunities for commitments that will have a major impact upon the university's educational excellence. There are also numerous benefits to you, our donors.

Bequest

  • Give to William Peace University without affecting cash flow during your lifetime.
  • Click here for Suggested Language for a Bequest in Will.
  • Learn more here.

Life Income Gifts:

Charitable Gift Annuity

  • Receive stable lifetime payments and significant tax benefits.
  • Learn more here.

Charitable Remainder Unitrust

  • Make a significant gift and create a flexible source of retirement income.
  • Learn more here.

Charitable Remainder Annuity Trust

  • Make a significant gift and receive fixed income payments each year.
  • Learn more here

Charitable Bargain Sale

  • This part-gift/part-sale gives you a charitable deduction plus cash back.
  • Learn more here.

Retained Life Estate

  • Receive a large deduction by donating a residence while retaining the right to live there for life.
  • Learn more here.

Charitable Lead Trust

  • Discover the innovative way to pass appreciating assets to family members after helping William Peace University.
  • Learn more here.

Are you ready to leave your legacy at William Peace University?

 

This information is designed to help you understand gift plan options. Let William Peace University's Office of Engagement help you and your financial advisors develop a gift plan that meets your financial and philanthropic goals. A properly planned gift may help you reduce or eliminate capital gains and gift and estate taxes. You may realize immediate tax savings as well. Contact us today.

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