Giving Opportunities
Your philanthropy at DePauw can take many forms, each equally important, and allows for you to make the best gift that is right for your financial situation. Whether it is an immediate gift of cash, securities or property; a life-income gift such as a gift annuity or a charitable remainder trust; or a planned gift through your will, your loyalty to DePauw will support this generation of students and beyond.
Ways of Giving
Pledges or new commitments can be made at any point and most commonly fulfilled through gifts of cash, securities, Visa, MasterCard and Discover. A gift of securities may also yield additional tax benefits through the avoidance of capital gains; you should discuss this with your financial advisor, as every situation is different.
Many donors are eligible through their employer to receive matching funds for gifts to DePauw. Find out if your company is one of the many that matches charitable giving.
Life-income gifts, such as a charitable gift annuity or remainder trust, can provide a lifetime of income through your charitable gift. In some cases, if using cash or low-yield assets such as a certificate of deposit, you may increase your annual income through establishing a life-income gift with DePauw.
A bequest in your will or through your living trust allows you to make a gift to DePauw that, in many cases, was not possible during life. You maintain control over your assets during life to meet unexpected needs, and your estate will earn an estate tax deduction for the value of your gift when realized by DePauw.
Real estate and personal property make wonderful gifts. Primary residences, vacation homes, farms or personal property such as art are popular choices for many donors.
Beneficiary designations of retirement plan benefits and tax deferred assets, such as IRA and 401K plans, make excellent gift choices. When given to DePauw, these assets pass untaxed to the University, whereas leaving them to heirs can result in tax liabilities.
Life insurance is a forward-thinking gift that often allows you to make a larger gift than otherwise may have been possible. Whether you have an existing policy that is no longer needed or a new one, you can name DePauw as either the beneficiary or the owner, and you may be able to deduct your premium payments.
Charitable Lead Trusts are an effective planning vehicle that incorporates both the transfer of wealth within families and charitable giving. Assets placed into a Lead Trust provide an immediate tax deduction for the donor and immediate income to DePauw, usually for a fixed term of years. At the trust’s termination, the assets pass back to the donor or the donor’s designated beneficiary, usually children or grandchildren, with the potential for substantial tax savings. A Lead Trust is a powerful instrument for donors who anticipate high federal estate or gift tax issues in the future.
Make a gift online or contact the Development Office at 800-446-5298 for additional information about making a gift or charitable plans for DePauw.