Planned Giving News and Resources

Power of Giving

A detailed overview of our planned giving services, the University Foundation, and how your gift makes a difference. ( PDF 1.1 MB )

Charitable Contributions

IRS publication 526 that helps you assess your tax benefit from making charitable contributions. ( PDF 1.1 MB )

The Chronicle of Philanthropy

Published every other week, The Chronicle of Philanthropy is the newspaper of the nonprofit world.

Comparison Summary of Donor Advised Funds vs. Private Foundations

See if a Donor Advised Fund is right for you. ( PDF 9 KB )

Determining the Value of Donated Property

IRS publication 561 that helps you assess your tax benefit from donating property. ( PDF 121 KB )

GiftLaw

Current regulations, rates, and summaries of legislative events that affect gift planning.

Good News About Your IRA for 2006 & 2007

;The new tax law passed in 2006 can simplify this plan when you are over age 70 ½. A direct transfer to the University Foundation can be completed in 2007 without generating any tax to you. ( PDF 391 KB )

Planned Giving Design Center

A site with research and planning resources used to advise clients and prospective donors in the matters of advanced charitable gift and estate planning.

Trusts and Estates Magazine

Published since 1904, Trusts & Estates publishes the works of the top practitioners in estate planning, trusts, insurance and other wealth-management disciplines.