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Choosing the gift plan to fit your goals
Deciding your goals is the best way to determine which giving method best fits with your financial-planning goals.

Below are the nine goals common to most contributors, followed by the types of gifts that can help you fulfill that goal and how each type of gift can benefit your financial planning:

Goal 1: Make an outright gift
Gift of appreciated property creates charitable deduction for full market value and bypasses capital gains tax.

Cash remains the simplest form of outright gift (more information).

Benefit for you: Maximum income tax deduction and immediate impact on UW-Eau Claire.

Goal 2: Maintain flexibility and control
Charitable bequest of property or portion of your estate through a will or revocable trust reduces potential estate tax.

There may be significant tax advantages in a charitable bequest or beneficiary designation of retirement plan assets.

Benefit for you: A revocable gift allows you to maintain control of assets during your lifetime and may reduce estate tax.

Goal 3: Convert property to fixed income
Gift to an annuity trust or gift annuity made with cash can provide you or others with fixed income payments while reducing income and estate tax.

Annuity trust or gift annuity created with appreciated property can also bypass capital gains tax.

Benefit for you: Immediate income tax savings. Fixed income for life. Current income may be increased. Possible bypass of capital gains tax.

Goal 4: Convert property to variable income
Gift to a unitrust or pooled income fund made with cash can provide you or others with variable income payments while reducing income and estate tax.

Unitrust or pooled income fund created with appreciated property can also bypass capital gains tax.

Benefit for you: Immediate income tax savings. Variable income for life. Current income may be increased. Possible bypass of capital gains tax.

Goal 5: Make a sizable gift with modest investment
A series of smaller outright gifts can be invested in a permanent endowed fund, which will have a lasting impact on UW-Eau Claire.

Gift of a life insurance policy allows leverage of premiums into a larger death benefit.

Benefit for you: A small investment can, over time, have a large impact on UW-Eau Claire.

Goal 6: Provide for heirs (principal)
Charitable lead trust makes gifts to benefit UW-Eau Claire for a period of years after which assets can be returned to your heirs at greatly reduced tax cost.

Tax savings and possible increased income from life income gift can fund life insurance to replace those assets given to UW-Eau Claire.

Benefit for you: Benefit UW-Eau Claire and leave assets to heirs with reduced estate and gift tax.

Goal 7: Provide for heirs (income)
You can arrange a life income gift to provide income to your heirs, either now or only upon your death.

Benefit for you: Provide income to your heirs while you receive tax benefits and control the ultimate use of assets for the benefit of UW-Eau Claire.

Goal 8: Make a gift of real estate
Make an outright gift for maximum deduction.

Make a charitable bequest of real estate to maintain control during your lifetime.

Use real estate to fund a unitrust with income for you or others while bypassing capital gains tax.

Use a life estate gift to gain tax benefit now while continuing to use your home or farm.

Benefit for you: Convert appreciated real estate into support for UW-Eau Claire.

Goal 9: Make a gift of art or other items related to the university’s mission
Make an outright gift for immediate benefit to UW-Eau Claire.

Make a charitable bequest of property to maintain control during your lifetime.

Benefit for you: Outright gift creates immediate income tax deduction. Estate gift may reduce estate taxes.