The Rewards of Planned Giving

As we confront the challenges of the future, we know that the generosity of those who assist us will make all the difference in our success. That's why we seek your support.

But we also want to make sure that you benefit from making a gift to us. Of course, you have the satisfaction that comes from knowing you've made a difference in the lives of students. But in fact, the best gift plans also improve your financial and tax situation, often right away.

There are many ways that your philanthropic giving can blend with your own financial needs and tax planning. The Development Foundation Staff will assist you in exploring possibilities and opportunities for creative gift planning. We are ready to work with you and your advisors to help you plan for tomorrow and receive maximum benefits today.

Benefits May Include:

• Current income tax deduction
• Avoidance of long term capital gains tax
• Increase in income and effective rate of return
• Reduction in estate and gift taxes

Some Planned giving Options to discuss with your family, attorney, and advisors:

• Bequest
• Revocable Living Trust
• Outright Gift of cash or securities
• Outright Gift of personal property
• Gift of Life Insurance
• Gift of Retirement Assets
• Retained Life Estate
• Charitable Remainder Annuity Trust
• Charitable Gift Annuity
• Charitable Lead Trust

For additional information on planned giving please contact
Matthew Kelly
614-287-2437
mkelly@cscc.edu