Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
Gift planning, also referred to as planned giving or legacy giving, describes an array of methods that can be used to commit to making a gift that will be paid to a non-profit organization at a future date, in some cases from the donor's estate upon their passing. Often these options allow a person or couple to make a more significant gift than they would be able to with their ordinary income. These giving vehicles can align with estate and tax planning guidance, often providing the donor or donors a means to benefit both their heirs and the not-for-profit organization, while reducing the impact on the donor's estate, the sale of a business, or other events with significant tax consequences.
Your charitable gift to ESU will provide vital support for our students and our institution and will influence the well-being of our graduates and the communities they serve far into the future. In addition, you can enjoy immediate or deferred tax benefits for you and your family.
Planned Gifts Calculator
Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!
Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
Receive high fixed payments with tax free sale plus charitable tax deduction.
Deferred Gift Annuity
Benefit from fixed payouts beginning at a date more than one year from the gift.
Part Gift and Part Sale
Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
Unitrust and Sale
Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
Enjoy increased income with tax-free sale plus charitable tax deduction.