Estate and financial planning allow donors to make contributions to the university program of their choice, while benefiting their tax situation at the same time. The University benefits from planned gifts by ensuring a base of significant support for the future. The donor can be assured that his or her assets do not diminish in value during his or her lifetime, and donors may even benefit through a life-income plan.
Careful planning can maximize the positive effects of gifts such as bequests, trusts and annuities.