Planned gifts offer a variety of benefits to donors, including the satisfaction derived from helping educate current and future generations of Appalachian students. Tax benefits are calculated based on the donor s age and the type of assets involved. Examples of such gifts include Charitable Gift Annuities, Deferred Gift Annuities, Pooled Income Funds and Charitable Remainder Trusts. Remainder interest in IRA, 401k and 403b plans can be designated to provide an income stream to a loved one and, ultimately, benefit the university at substantial tax savings. Designating Appalachian as a beneficiary of a paid-up policy, or a new policy, helps assure the university s future endowment and provides the donor with a tax deduction.
Donors retain the right to revoke the instrument.
The Office of Planned Giving can provide prospective donors with additional information, including a Ways of Giving publication and various forms for completing planned gifts to Appalachian.