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Planned Giving

Four Ways to Boost Your Income While Giving Back

November 01, 2010

The following financial vehicles can reduce your taxes, add to your income and help you support our work. Take note: all of the following gift vehicles can be funded with cash ormarketable securities, so you don’t necessarily have to worry about feeling the effects of giving straight-out-of-pocket.

 

  1. Charitable gift annuity. When you agree to make an irrevocable donation to Lewis & Clark, we’ll make immediate, fixed payments to you and one other person, if you choose, for life. What’s left of your gift after your lifetime helps support our mission.

 

  • Deferred charitable gift annuity. When you set up a gift annuity today and put off the beginning date of your payments, you can increase the payment rate you receive at a future time that you choose. Plus, you still receive an immediate, but even larger, income tax deduction.

 

   
Gift Calculator Calculate the benefits you could receive with a charitable gift annuity.

 

  • Charitable remainder annuity trust. You can receive fixed income for the rest of your life or for a selected length of time up to 20 years from a trust you create. You also choose the amount you’ll receive. After the trust term is up, the remaining portion of the gift helps those we serve.

 

  • Charitable remainder unitrust. You create a trust and choose the percentage of the trust assets that you would like to receive. Your payments will continue for the rest of your life or for a selected length of time up to 20 years. The amount of income varies each year based on the annual value of the trust. After the trust term is up, the remaining portion of the gift supports our mission.

Contact Sharon Bosserman-Benson for the Undergraduate or the Graduate School at 503-768-7911, 800-753-9292, or plangivg@lclark.edu,  or the Law School development office at 503-768-6901 or lawgive@lclark.edu.

For more information:

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