Goals and Benefits

Your Goals

Your Strategy

Your Benefits

Maximize your deduction; minimize the gift details.

Use cash to make your gift to Quinnipiac.

Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on Quinnipiac.

Afford a larger gift to Quinnipiac and avoid capital gains liability.

Give appreciated stock or bonds held over one year.

Buy low and give high. Make a gift that costs you less than the benefit it delivers to QU while avoiding capital gains tax. Like the stock? Use the cash you would have given to Quinnipiac to buy it “back” and increase your cost basis in the process.

Make a gift for Quinnipiac's future that doesn’t affect your cash flow or portfolio.

Include a bequest in your will (cash, specific property, or a share of the estate residue).

Today, it’s a gift that costs you and your family nothing. Tomorrow, it’s an estate tax deduction.

Retain income benefits from the assets you give to Quinnipiac, and afford a larger gift.

Create a charitable gift annuity or a charitable remainder annuity trust or unitrust.

Receive income for your lifetime; receive a charitable deduction; and diversify your holdings.

Reduce high tax liability now, gain additional income later.

Establish a flexible gift annuity.

A larger deduction and a higher income rate than other life-income gifts offer and begin receiving income when you actually need it.

Tap one of the most valuable assets in your portfolio to make a gift to Quinnipiac.

Use real estate to make your gift to Quinnipiac.

Avoid capital gains tax, receive an income tax deduction, and have the option of a gift that doesn’t affect your lifestyle.

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren.

Create a charitable lead trust which supports a program at Quinnipiac for a fixed, finite period with the principal going to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.

Avoid capital gains liability on the transfer of a business or partnership interest.

Contribute the partnership interest or closely-held stock to Quinnipiac.

Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked.

Locate an overlooked asset that you can easily give to Quinnipiac.

Name Quinnipiac as a beneficiary of your retirement plan then leave other assets to family.

Eliminate income tax on retirement plan assets. Free up other property to pass to your heirs.

For more information, please contact Steven Greaves, director of gift planning, at 203-582-3995 or toll-free at 877-582-1929 or by e-mail at steven.greaves@quinnipiac.edu.

To calculate the benefit of a charitable gift to Quinnipiac University, click the icon:

Gift calculator

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