What is Planned Giving?

Planned Giving

HOW DO I START?

To find out about your giving options, visit our Gift Plans page.

Unlock the variety of funding choices on our Assets to Give page.

Compare plans and see which come closest to your needs on our Which Gift Plan is Best? page.

Be sure to read through our Gift Acceptance Policy, as well.

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

Planned giving is an area of fundraising that may be applied to several specific gift types that can be funded with cash, equities, or property. In the United States, specific rules of planned giving are defined by the U.S. Congress and the Internal Revenue Service.

Planned gifts are referred to as such because they require more planning, negotiation and counsel than an outright gift. Planned gifts involve an arrangement between a donor and a non-profit organization, like William Peace University, whereby the donor takes a partial tax deduction for the gift and often receives an income stream as a result of the gift.

Did you know...?

You don't have to use cash to make your gift.

  • Donate appreciated securities instead. The deduction is the same as for a cash gift, plus you pay no capital gains tax on the transfer.

You can make WPU a partner in your giving.

Give an asset that may help us more than it's helping you.

  • Examples include a life insurance policy whose coverage you or your family no longer needs, or real estate like a second home or parcel of undeveloped land, or even a collection of books or artwork that you no longer need to display.

You can make a gift that costs you nothing during your lifetime.

  • Simply name William Peace University as the beneficiary of your will or irrevocable trust or even a retirement plan or insurance policy.
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