Thus, certain gift plans actually result in greater wealth passed on to family or others you care about. In essence, you are rewarded for making a planned gift in support of the university. These planned giving vehicles irrevocably transfer your gift assets to the trustee of a charitable trust or to the University of Utah to be sold or strategically reinvested. Selecting the best life income arrangement for you depends on your age, available assets, and income objectives. Life income gifts represent exciting strides in the evolution of philanthropic planning.
Benefactors appreciate the impressive flexibility and enduring benefits they afford.
Thus you retain the full value and benefit of these assets for personal income and gift purposes. Planned giving professionals at the university welcome the opportunity to work confidentially with you and your legal and financial advisers to establish individualized deferred gift arrangements, so that your gift to the University of Utah both expresses your personal vision for the U and achieves your financial goals. The Office of Planned Giving is an important resource for you. An experienced gift planning team, headed by C. Jeffry Paoletti , Associate General Counsel and Director of Planned Giving at the U, understands the importance of philanthropy as a part of a successful overall estate plan. They stand ready and eager to answer any questions you may have or to otherwise assist you with your estate gift planning preparations.