Planned Gifts are Transformational for Excelsior University’s Future

 
A planned or legacy gift is a charitable contribution that is designated for a future date and is often part of a formal financial or estate plan. Planned giving offers a variety of ways for donors to structure contributions to Excelsior to maximize benefits for both the donors and the University.

Planned gifts often include special financial, investment, tax, or legal considerations and might involve assets other than cash, such as securities, retirement funds, or life insurance. Creative gifts of assets can provide donors with charitable deductions and can offer additional tax savings as well.

Excelsior’s planned giving options include:

• Appreciated securities
• Bequests
• Charitable trusts
• Life insurance
• Retirement plans
• Other approved assets