There are many creative giving techniques which will allow you or your advisors to incorporate future support for Miami University into your individual financial planning strategies. You are encouraged to consult the Planned Giving Office when making a bequest provision in your will, retirement plan or other estate plan. They can provide the appropriate legal name and language to ensure that your bequest can be used in the way you intend it.
BEQUESTS
You can name Miami University as a beneficiary of your will, revocable trust, retirement plan, or other estate plan.
LIFE INCOME GIFTS
Miami University offers a variety of charitable plans to enhance your present income or provide income for your loved ones. Each of these plans is designed to provide benefits to you today and a future benefit to Miami University.
CHARITABLE REMAINDER TRUSTS
A charitable remainder trust provides income to you and/or another beneficiary for life or a term of years. Charitable remainder trusts may be established to provide either a fixed income or a variable income.
CHARITABLE GIFT ANNUITIES
In exchange for your contribution, the Miami University Foundation will guarantee to you or someone of your choice a fixed income for life.
POOLED INCOME FUND
The Pooled Income Fund allows gifts from separate donors to be commingled in a single trust. In return, each designated beneficiary receives a proportionate share of the net income earned by the fund annually.
RETIREMENT PLAN GIFTS
When working with your advisors on your estate plans, don't forget to take into consideration your qualified retirement plan benefits. Special tax considerations apply to such benefits and they may be an excellent and effective choice for providing a testamentary charitable gift in support of Miami University by naming us as the beneficiary.
RETAINED LIFE ESTATES
You can donate property (e.g., a home or farm) to the Miami University Foundation, but retain the right to use the property for your benefit throughout your lifetime.
LIFE INSURANCE
Life insurance may be used in a variety of ways to provide a future gift to Miami University or to replace contributed assets for the benefit of your children or other heirs.
GIFTS OF REAL ESTATE
Gifts of real estate can be used to provide generous support. Since each situation is unique, we encourage you to contact the Office of Planned Giving to learn more about this opportunity and to discuss your interest and goals in detail.
CALVIN S. BRICE SOCIETY
Miami University encourages those who have established a planned gift to become members of the Calvin S. Brice Society. We would like the opportunity to express our appreciation and recognize your commitment to our future generations of Miamians. | |
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