Maximizing the impact, while streamlining the process
People enjoy and benefit when they support the causes that they care about most, with contributions through their will or trust, or other type of planned gifts.
Often, planned gifts are implemented after the passing of the donor. There are many ways to make a planned gift, but most planned gifts come from wills or living trusts, with other blended gifts that can include life insurance, retirement assets, real estate, and securities.
By working with your legal or financial professionals, the FGCU Planned Giving team will help you identify gift opportunities that will have the greatest impact to support students, faculty and those initiatives that you are most passionate about.
Want to talk now? Please call Bill Rice 239-590-1077
There are multiple options for supporting FGCU that can help you make a lasting contribution, including opportunities that may benefit you with tax savings and/or continued income.
Gifts through a will
Gifts that supports FGCU and provides you income
Gifts through a trust that protect your assets
Gives you the opportunity to support FGCU without affecting your cashflow during your lifetime.
Charitable Bargain Sale
This is a part-gift/part-sale option that gives you a charitable deduction plus cash to use however you choose.
Charitable Gift Annuity - Immediate
Receive a fixed payout and significant tax benefits to reduce tax liability.
Charitable Gift Annuity - Deferred
Often an attractive option for younger donors to build retirement earnings for the future.
Charitable Lead Trust
This option provides innovative ways to make a gift, while retaining the ability to pass appreciating assets on to family members.
Remainder Annuity Trust
Enables you to make a substantial gift while receiving a fixed-income payout each year.
Make a substantial gift while creating a flexible source of retirement income.
Retained Life Estate
Maximize your tax benefits by gifting a residence to FGCU while retaining the ability to live there for life.
Testamentary Life Income Gifts
One gift in your estate can benefit both your family and FGCU.