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Syracuse University Planned Giving

Overview Giving Options Contact Us

Goals and Benefits

Your Goals

Strategy to Consider

Your Benefits

Afford a larger gift to Syracuse University — and avoid capital gains liability

Give appreciated stock or bonds held over one year

Buy low and give high — make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

Make a gift for Syracuse University's future that doesn't affect your cash flow or portfolio now

Put a bequest in your will (cash, specific property, or a share of the estate residue or a designation in your retirement plan or life insurance policy)

Today—a gift that allows you to retain your assets and may cost you and your family nothing. Tomorrow—tax benefits

Reduce high tax liability now; gain additional income later

Establish a deferred gift annuity

A larger deduction and a higher income rate than other life-income gifts offer

Tap one of the most valuable assets in your portfolio to make a gift that benefits Syracuse University

Use real estate to make your gift to benefit Syracuse University

Avoid capital gains tax, receive an income tax deduction — and have the option of creating income payments for your life with a charitable remainder unitrust

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Create a charitable lead trust which supports programs at Syracuse University for a fixed, finite period with the principal going to your heirs

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

Avoid capital gains liability on the transfer of a business or partnership interest

Contribute the partnership interest or business interest to Syracuse University

Avoid capital gain liability, receive an income tax deduction, and use a gift asset you may have overlooked

Locate an overlooked asset that you can easily give to Syracuse University

Name Syracuse University as beneficiary of your retirement plan; leave other assets to family

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Turn an unneeded asset into a meaningful gift

Make a gift of a life insurance policy

Increase your ability to make a significant gift to Syracuse University



The material presented in this web site is not offered as legal or tax advice. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner to make certain the gift you are considering fits into your overall circumstances and planning.