Plan a Gift that Gives You a Life Income
If you would like to create a legacy at St. Edward's while securing your own future needs, there are a number of gift options that can provide you with an income. Here are two ways to make a significant donation that benefits you now:
Charitable Gift Annuities
In return for your donation to St. Edward's, the university agrees to make fixed payments to you (and an optional second beneficiary) for life. You can receive income from your gift annuity right away (an immediate-payment gift annuity), or payments can begin at a later date selected by you (a deferred gift annuity).
Advantages:
- Get an immediate income tax deduction for a portion of your gift.
- Your annuity payments are guaranteed for life, backed by a reserve and the full assets of St. Edward's University.
- Receive annuity payments that are partially tax-free.
Charitable Remainder Trust
This separately invested and managed trust pays income to you and/or your designated beneficiaries for life or for a term of up to 20 years. After the trust terminates, the remainder goes to St. Edward's University.
Advantages:
- Get an immediate income tax deduction on a portion of your contribution to the trust.
- Avoid capital gains tax on any appreciated assets you donate.
- Count on a stable, predictable income for life (or for a predetermined number of years) for you and your beneficiaries.
Join Others in Giving with Confidence
Your generosity to St. Edward's will be recognized through membership in the Mary Doyle Heritage Society, which honors those who have made planned gifts to the university. And you can be assured that your gift to St. Edward's will be handled with integrity and professionalism as outlined in the Donor Bill of Rights.
Let Us Help You Plan Your Gift Annuity or Trust
To learn more about setting up a gift annuity or trust and other gift options, contact Tony Weber, director of Development, at 512-233-1401. We look forward to working with you and your financial advisor to arrange your ideal gift plan.
Give by Phone, Online or by Mail
Would you like to make an outright gift of cash or securities to St. Edward's? See how easy it is to give by phone, online or by mail.