The list could go on. Estate planning clearly is an important process that should be undertaken by anyone with an estate who cares to make the most of it. It is especially important for those who have families who depend on them financially and for those who want to exercise the greatest control possible over the ultimate disposition of their estates. Otherwise, it is a virtual certainty that your wishes will go unfulfilled. Planning to Give Issues to Consider The decision to make a major outright or deferred gift is always personal and rarely simple.
People give for many different reasons.
The more time you spend planning your gift, the more likely you will achieve your desired end. There are two primary questions you can use as a starting point for deciding whether to make a major gift. Knowing what you want to accomplish is important, especially for deferred gifts. Ask yourself whether you are primarily motivated by personal financial objectives or helping the University, or a combination of both. Your answer may very well affect the type of gift you make.