DOES YOUR EMPLOYER MATCH CHARITABLE GIFTS?
You can double, even triple, the impact of your gift through a corporate match. Check witih your company’s human resources department, or use the CU Foundation’s matching gifts search tool.
Naming the Gates Center as a beneficiary in your will may enable you to make a greater impact than you could with a gift of cash. By making your bequest intent known in advance, we can plan for the future and recognize your generosity during our lifetime.
Gifts of Other Assets:
SECURITIES (Stocks, Bonds and Mutual Funds)
Not only can giving securities benefit the Center and yield a charitable income tax deduction, you may be able to bypass capital gains taxes on long-term holdings, strengthening the impact of your gift.
Have a policy that your family won’t need? One option is to make the Gates Center the irrevocable owner and beneficiary of a paid-up whole life insurance policy.
REAL ESTATE OR PERSONAL PROPERTY
Give your second home, undeveloped land, or other real-estate asset. You can also give other valuable assets, such as artwork or jewelry.
If you make the Gates Center a retirement-plan beneficiary, your gift will be transferred after your death. Or directly assign your annual IRA distribution to the Center. Note: it is advisable to contact an independent adviser, as charitable deductions and other tax and estate impacts vary widely according to personal circumstances.
Learn more about these and other planned giving options.
Gift Planning Group