CGU Home » Giving to CGU » Ways to Give

 

Outright gifts of cash (by check or credit card) and securities are available for immediate use by the University. Such gifts can be directed to the Annual Fund or restricted for endowment. In most cases, the gift is fully deductible up to 50% of your adjusted gross income. The balance may be carried forward for up to five years.

 

Remembering CGU through your will or living trust is an effective charitable gift that not only helps students but can also reduce the taxes on your estate. A bequest may be unrestricted to use as the University sees fit or can be restricted to a memorial fund or special program.  You can also make a "residuary bequest," which means the residue of your estate would be distributed to CGU after gifts and provisions have been made to family and other causes. Contact our Office of Gift Planning for assistance with the proper language or to notify us of a bequest.

 

Your home can be converted into a valuable gift to CGU even while you or someone else occupies the residence. You maintain responsibility for maintenance and property taxes and receive an immediate charitable deduction. Once the gift matures, the proceeds from the sale of the property are used to fund the program of your choice.

 

You can transfer cash or other assets to CGU in return for our guarantee to pay you and/or your spouse, a guaranteed income for life. The annual income depends upon the beneficiary's age at the time of the gift and it remains constant for life. In addition to the income, you receive a charitable deduction. You may choose to defer payment until a later date, such as for retirement, and receive a higher annual payout rate and a larger deduction. Contact our Office of Gift Planning for payout rate information or a gift calculation.

 

When you create a charitable remainder trust, you irrevocably transfer money, securities, real property, or other assets to a trust that will then pay you an income for life or for a period of years. If you wish, the trust also can pay an income to another beneficiary of your choice. At the death of the surviving beneficiary, the remaining principal in the trust is released to fund the program of your choice. There are various types of charitable trusts available. To discuss the arrangement that best suits your needs and receive a gift calculation, please contact our Office of Gift Planning.

 

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