Planned Giving
The term "planned giving" refers to charitable gifts that require some planning before they are made. It's a popular giving option because it can provide a donor with a variety of valuable tax benefits, even income for life.
Regardless of the asset, whether cash, stocks, real estate, artwork, or any other personal property, using a planned giving option to make your gift can be very beneficial to both you and Fairfield University. And, since the University will not realize the benefit of your planned gift until a future date in most instances, it demonstrates your faith in the University's continuing existence.
Some potential benefits of a planned gift are:
- An increase in your current income or the provision of an income for a loved one
- A reduction in your income tax
- A reduction or elimination of the capital gains tax on a gift of appreciated assets
- A passing of assets to family members or others at a reduced tax cost
- The ability to make a larger gift to Fairfield than you might have thought possible
With the assistance of the University's Office of Planned Giving and/or your own advisors, you can craft a planned gift that will support Fairfield's pressing needs while, at the same time, satisfy your own personal financial needs and desires.
To learn more, visit:
The Bellarmine Society
For further information about your planned giving options, please contact:
Lynnette Sodha
Development Office
Fairfield University
1073 North Benson Road
Fairfield, CT 06824
(203) 254-4000 ext. 2511
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"On my list of how to spend my money - vacations, cars, restaurants - has always been repaying Fairfield for the financial aid I received as a student."
Michael Guarnieri '84 |
