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Planned giving offers friends and alumni the opportunity to support Florida International University through a variety of tax-beneficial options and opportunities as they consider their estate planning. Planned gifts are generally commitments made in the present with the benefit to FIU deferred until
a future date. Such gift arrangements often provide the donor with significant income or estate tax deductions.
Depending on the type of gift arrangement and the donor's specific financial circumstances, comprehensive gift planning can provide some or all of the following benefits:
» Increase current income;
» Bypass or reduce capital gains taxes if appreciated assets are used to fund the gift;
» Reduce current income taxes;
» Reduce federal estate taxes;
» Conserve estate assets for family and loved ones; and
» Provide significant and lasting support for FIU to benefit future generations of students.
Planned gifts can either be outright gifts of cash, securities, real estate or other assets made during one's lifetime or deferred gifts made in conjunction with an individual or couple's estate plans. Some deferred gift arrangements provide donors with income during their lifetimes.
Some Types of Planned Gifts:
» Bequest
» Charitable gift annuity
» Charitable remainder trusts
» Charitable lead trusts
» Securities and real estate
For additional information on any of these options, including free customized computer analysis of a gift plan to fit your specific circumstances, please contact:
Robert Conrad
Vice President, University Advancement
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