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Your Goals & Benefits

Using the appropriate planned gift vehicle can enable you to make a significant gift to Lewis University and also fulfill your personal financial and estate planning goals.  Some gift vehicles may help you to leave even more to your loved ones while providing meaningful support to the University.  The following chart provides you with some gift ideas based on your own charitable goals and personal financial needs.

If your goal is...

Consider...

This gift allows you to...

To make a quick and easy gift now.

an outright gift of cash or securities. Click here to make a cash gift online now. Click here to learn more about gifts of securities.

Receive an income tax deduction and avoid capital gains taxes if giving appreciated securities.

To defer your gift until after your lifetime.

a bequest in your will.

Reduce estate taxes.

To make a gift to Lewis' future using non-cash assets.

a life insurance gift.

Receive a current income tax deduction and possibly future deductions as well.

To minimize taxation on retirement plan assets.

a retirement plan gift.

Make a large gift after your death while being recognized for your gift today.

To avoid capital gains taxes on the sale of real estate.

a real estate gift.

Receive an immediate tax deduction and avoid capital gains taxes.

To give real estate where you continue to reside.

a retained life estate gift.

Receive a charitable tax deduction and continue to live in your home for your lifetime.

To receive fixed payments for the rest of your life and/or the life of your spouse.

a charitable gift annuity.

Receive income tax deductions now and in the future and receive fixed payments during your lifetime. Minimum: $10,000.

To provide fixed income to you and/or family members for a term of years.

a charitable remainder annuity trust.

Receive immediate income tax deductions, reduce taxable estate, and receive fixed income payments for life or a period of years.

To provide fixed income to you and/or family members for a term of years while taking advantage of the growing ecomony.

a charitable remainder unitrust.

Receive immediate income tax deductions and an income for life that has the possibility of increasing.

To reduce estate taxes on assets passed to heirs.

a charitable lead trust.

Keep your property in your family, reduce the size of your taxable estate, and often see reductions in gift taxes.