What is a Planned Gift?
Planned Gifts include gifts through your will, charitable gift annuities, gifts of life insurance, and charitable trusts. Using a planned giving vehicle can combine your estate planning, financial and philanthropic objectives.
A Planned Gift provides a way for you to make a gift to Clark and at the same time receive a charitable income tax deduction or reduce estate taxes. It is a way to secure your financial future while at the same time helping to insure a promising future for Clark University. Many of our alumni and friends have found a planned gift allows them to make a much more substantial gift than they would have ever thought possible in their lifetime.
Planned giving is an individualized process. The specific benefits of a planned gift are influenced by a number of variables such as the donor's age, income tax bracket, size of the gift, etc. Whatever you decide to do, the gift you make will be a reflection of your own needs, interests and situations.
Advice from legal and tax counsel should be sought when considering a charitable gift of any
type.
If you would like more information please email Daniel
Petrocelli, Director of Planned Giving or call Toll Free 877 252 7510
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