Planned Giving

A Benefit to You and the University

Planned gifts are charitable gifts that require you to do some planning before they are made. They are popular because they can provide valuable tax benefits and/or income for life.
Potential benefits of planned gifts:

  • Increase current income for the donor
  • Reduce the donor's income tax
  • Avoid capital-gain tax
  • Make a significant donation to charity

 

Pearly Pond Foliage

 

Types of Planned Gifts:

Gifts of Assets

Stock IconGifts of assets can include stocks, bonds, and property (real estate and personal property such as artwork). This type of gift provides you with a charitable deduction, but it often offers additional tax savings as well. 

Gifts by Will

Will IconThrough various types of bequests for Franklin Pierce University, you may secure a charitable estate-tax deduction for the value of the gift. Best of all, you will know that your generosity will support Franklin Pierce for years to come. 

Gifts That Pay You Income

Cash IconDo you want to support Franklin Pierce University, but worry about having enough income for yourself and your loved ones? Life-income gifts, such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings, and the satisfaction of supplying Franklin Pierce with vital, long-term revenue. 

The Charitable Lead Trust

Tax IconWith proper planning, you can transfer your assets to Franklin Pierce University as well as your loved ones and accomplish more than one objective, including tax savings. For example, if you have assets that are appreciating and a desire to constitute some of that profit to Franklin Pierce University you may wish to consider creating a charitable lead trust. 

Gifts of Retirement-Plan Benefits

Retirement IconYou can direct some of your retirement-plan benefits to make a significant gift that will support Franklin Pierce University for years to come. Because of the estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small.  

Below are some additional resources about Planned Giving.

The links below take you away from Franklin Pierce University's web site.

A Donor's Guide to Planned Giving
Planned Giving Benefit Calculator created by PlannedGiving.com.

Contact Us

The information herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts. We welcome the opportunity to talk with you in greater detail about your goals and interests. If you have any questions about planned giving for you or your family, please contact us at development@franklinpierce.edu