A planned gift is a gift made during your lifetime, but the benefit is not realized until the future.  A planned gift is typically made as part of your overall financial or estate plan and can offer unique tax savings and/or income producing benefits to donors.  

There are many types of planned gifts, including charitable bequests, charitable trusts, charitable gift annuities, life insurance gifts, life estate agreements, and retirement plan gifts.  

If you are considering a planned gift to the University, we offer services at no charge to help you and your advisors choose a plan that most closely meets your needs and desires. All donors considering a planned gift should consult with their tax, legal, or financial advisors to determine the appropriate type of gift.