Making a Planned Gift Making a Planned Gift Planned giving helps you maximize the tax benefits of your charitable giving while allowing you to make a gift that you may not have thought possible.
Most gifts provide a current charitable income tax deduction.
However, with careful planning, it is possible to reduce capital gains taxes, increase your income, and provide you, or whomever you designate, with an income for life. These gifts can also provide an estate tax deduction an important consideration in planning your estate. Planned gifts can include life income, outright, or deferred gifts, as well as will and trust allocations in estate plans. Through a planned gift, you can achieve your goals for UVM while enhancing your financial plans and security for the future. The Planned Giving program is conducted in a confidential manner and can assist you in making gifts of cash, securities, life insurance, retirement plan assets, or by bequest, life income, personal property or real estate.