Planned giving offers a unique and meaningful way to fulfill your philanthropic goals and make an enduring mark while providing for your financial future, your family, and your legacy. These deferred gifts, also known as planned gifts or estate gifts, assist the university in meeting its goal whileproviding financial and tax advantages to the donor - often right away. Deffered gifts include bequests in wills, annuities, charitable trust instrucments, insurance policies, gifts of stock, gifts of property and appreciated assets.
"This is a simple way to give essentail support to UWG while managing your estate and planning your financial future," notes Ernie Henderson '71, director of planned giving.
While a planned gift ultimately provides support to UWG, the financial benefits to the donor may include:
- Current and future savings on income taxes
- Reduction or elimination of capital gains tax
- Reduction or elimination of estate tax
- Fixed income for life, often at higher rates of return than current assets
In addition, planned giving offers the satisfaction of knowing you have made a difference in the lives of others, not just for today but for years to come.
As you consider giving options, keep in mind the right type of planned gift depends greatly on a donor's personal situation, needs and objectives.
Donors making provision for UWG through financial or estate planning become members of the McIntosh Society.
To discuss the advantages of making a deffered gift to UWG, contact Ernie Henderson at 678-839-4103 or email@example.com