Blended Gift
There are many lifetime and estate gift options that can make your giving go farther than a simple gift of cash or property.
There are many combination gift options that can make your giving go further than a simple gift of cash or property. Blended gifts are gifts that help you see the impact of your giving today and continue to support our mission in the future.
Benefits of blended gifts
- Increase the impact of your giving
- Preserve wealth for you and your family
- Enjoy greater tax savings
- See the results of your giving today
Blended gifts video
How blended gifts work
- A planned gift can be added to your annual gifts of cash or property this year to increase the impact of your giving, provide greater tax savings, preserve wealth for you and your family and further our mission.
- Some ideas for you to consider include a charitable bequest, charitable gift annuity and charitable remainder unitrust.
- If you have already included a bequest in your will or created another planned gift, you could begin to see the impact of your giving today by making outright gifts of cash or property. You can avoid capital gains taxes by making a gift of your real estate, stock or other appreciated investments.
Popular Blended Gifts
1. Gift and Bequest
A "Gift and Bequest" is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact on Heidelberg University.
Benefits:
- Receive a charitable income tax deduction for your gift made to us this year
- Continue to use and control your assets during your lifetime
- Leave a lasting legacy through a bequest to support our work after you are gone
How it works:
- You can make a gift to support our work this year by contacting us or visiting our website. A charitable bequest is a way to make your giving go further. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to Heidelberg University as part of your estate plan, or you can make a bequest by designating us as a beneficiary of your retirement account or life insurance policy.
2. Endowment Gift and Bequest
Endowment giving is vital to continuing the important work of Heidelberg University. An "Endowment Gift and Bequest" is a combination of a current gift made to support our endowment and a charitable gift made in your will or trust. It is an easy way to support our work today and continue your commitment to Heidelberg University through a legacy gift.
Benefits:
- Receive a charitable income tax deduction for your endowment gift this year
- See firsthand how your gift makes a difference
- Continue your commitment to our work by leaving a bequest to endow your giving
How it works:
- You can make a gift to support our endowment this year by contacting us or visiting our website. A charitable bequest is an easy way to continue your commitment to us after you are gone. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to Heidelberg University as part of your estate plan, or you can make a bequest by designating us as a beneficiary of your retirement account or life insurance policy.
3. IRA Rollover Gift and Bequest
A powerful way you can help our cause is to make a series of IRA rollover gifts today and leave a future bequest. Your bequest will extend the impact of your lifetime gifts far into the future. An "IRA Rollover and Bequest" enables you to achieve your philanthropic goals. You can start your annual giving plan today and your bequest fulfills your legacy for tomorrow.
Benefits:
- If over age 70½, you can roll over up to $108,000 from your IRA to charity
- You are not taxed on the IRA charitable rollover
- If over age 73, IRA rollover may fulfill your required minimum distribution
How it works:
- You may start the IRA rollover gifts plan during your lifetime with gifts each year. You may continue with similar IRA rollover gifts in future years. Finally, make your giving go further and create a lasting legacy by adding a charitable bequest to your IRA rollover gifts. A bequest is an easy way to leave a gift to us as part of your estate plan.
4. Gift and gift annuity
An attractive way you can help us and receive lifetime payments is to make a gift today and fund a gift annuity. A "Gift and Gift Annuity" enables you to achieve your goals.
Benefits:
- A helpful benefit of this gift is that you receive an income tax deduction
- A gift annuity provides fixed payouts for one or two lives
- With a gift annuity funded with cash, a substantial amount of each payout is tax free
How it works:
- You can make your giving go further and create a lasting legacy by adding a charitable gift annuity to your current gift. With your gift annuity, we send you fixed payments and you also enjoy tax savings. After all payments are completed, your gift will help us achieve our vision for the future. Your gift to us will significantly advance our charitable efforts. A gift and gift annuity is an excellent way to make your giving go further.
More on blended gifts
Are you interested in giving to a campaign or making a significant gift this year? Are you thinking about making a bequest or multi-year gifts? Blended gifts use a variety of giving strategies by combining the power of current gifts and planned gifts including bequests. Blended gifts can be a very attractive way for you to achieve your financial, tax and estate planning goals.
Contact Us
If you have any questions about blended gifts, please contact us. We would be happy to assist you and answer your questions.
