Planned gifts provide donors the opportunity to meet both their philanthropic and financial goals. Examples of planned gifts include charitable gift annuities, bequests, deferred annuities, charitable remainder trusts, charitable lead trusts and donor-advised funds.
Charitable Gift Annuities
Are you looking for a safe investment? When you establish a gift annuity with Brandeis, you:
- Receive an immediate and significant charitable tax deduction.
- Earn income from the gift at attractive rates for the remainder of your life (and the life of your spouse).
- Have your name permanently engraved on the Brandeis National Committee tribute wall on the Brandeis campus.
- Accomplish your philanthropic goal of supporting Brandeis University, a world-class, nonsectarian university sponsored by the American Jewish community.
The most common and simplest form of planned giving is a bequest. This is a gift that is made through the donor's will and offers several advantages:
- Donors do not have to part with this money during their lifetime.
- Reduces estate tax by removing assets from the estate.
- Reduces probate costs.
- Saves professional management fees on the estate.
- No minimum amount.
Additional Planned Gifts
- Deferred annuities
- Charitable remainder trusts
- Charitable lead trusts
- Donor advised funds