Plan Now to Give Later
PLANNED OR DEFERRED GIVING
Planned or deferred gifts allow donors to make a significant gift now that will assist The University of Toledo in the future.
Planned gifts are generally made through wills, trusts, life insurance, IRAs and real estate. These gifts, which often mature at the donor’s or beneficiary’s death, can benefit you, your loved ones and The University of Toledo.
Planned gifts can offer donors substantial tax advantages and financial benefits. These may include lowered estate-tax liability or increased spendable income. Donors should consult with their own legal and financial advisers about specific tax benefits.
For more information on any of these options or additional gift plans, contact Kirk Ross, UT Director of Planned Giving, at 419.530.5410 or visit our Legacy Giving Website.
