Estate planning enables donors to leave a legacy at DePaul and support future generations of students. Planned gifts also allow our alumni and friends to fulfill their financial and estate planning goals.
We recognize our planned gift donors by inviting them to join the
Cortelyou Heritage Society, DePaul's society for planned gift donors, and by sending them
Cortelyou Quarterly, DePaul's planned giving newsletter.
The following chart offers a brief summary of various gift types organized by the goal you may have in working through your own financial plans. Please contact one of our
planned giving professionals to learn more about making a planned gift to DePaul University.
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| If your goal is... |
Consider... |
This gift allows you to... |
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| To make a quick & easy gift now. |
an outright gift |
Receive an income tax deduction and avoid capital gains taxes. |
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| To defer your gift until after your lifetime. |
a bequest in will |
Reduce estate taxes. |
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| To make a gift to DePaul's future using non-cash assets. |
a life insurance gift |
Receive a current income tax deduction and possibly future deductions as well. |
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| To minimize taxation on retirement plan assets at death. |
a retirement plan gift |
Make a large gift after your death while being recognized for your gift today. |
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| To avoid capital gains taxes on sale of real estate |
a real estate gift |
Receive an immediate tax deduction and avoid capital gains taxes. |
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| To give real estate where you continue to reside |
a retained life estate |
Receive a charitable tax deduction and continue to live in the home for your lifetime. |
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| 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 and a fixed income for life. Minimum: $250,000 |
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| To provide fixed income to you and/or family members for a term of years while taking advantage of the growing economy. |
a charitable remainder unitrust |
Receive immediate income tax deductions and an income for life that has the possibility of increasing. Minimum: $250,000 |
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| 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: $25,000 |
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| 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. |
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| To receive payments for the rest of your life and/or the life of your spouse |
a pooled income fund |
Receve an immediate tax deduction and avoid capital gains taxes. |
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