Deferred gifts enable you to make a commitment now while deferring the benefit to ASU to some time in the future. A planned or deferred gift can help achieve your philanthropic and financial goals and may reduce or eliminate capital gains, income and estate taxes. We encourage you to consult your financial advisor before entering into any of these relatively complex gift agreements.

• Pledges — A pledge is a formal statement of your intention to make regular gift payments over a specified period of time — typically three to five years. Each annual payment on your pledge may be eligible for an income-tax charitable deduction for that year.
• Bequests — Bequests are a very common way to invest in ASU. You can support the university with a bequest simply by having your attorney insert a few words in your will or revocable trust document. (Note: It is important that you and/or your advisor speak with our Office of Estate and Gift Planning to make certain that the wording accurately expresses your charitable intentions.)
• Charitable lead trusts — These gift arrangements can be used to transfer assets with a significantly reduced tax liability. A lead trust provides immediate income to ASU for a specified period, after which the remainder value is distributed to you or to your heirs.
• Life-income gifts — There are also a variety of life-income gifts that can provide you and/or your loved ones with an income for life or a specific number of years. Life-income gift plans include charitable remainder trusts, charitable gift annuities and deferred payment charitable gift annuities. They may entitle you to both an income tax charitable deduction and a reduction or elimination of capital gains tax.
• Retirement and life insurance plans — Making the ASU Foundation a primary or contingent beneficiary of a retirement plan may increase your philanthropic impact because income and estate taxes are not imposed when plan assets are distributed to ASU. Also, you can name the ASU Foundation a beneficiary of a life insurance policy or of a bank instrument, such as a pay-on-death certificate of deposit.

To learn more, please contact the ASU Foundation Office of Estate and Gift Planning, at 480-727-6409. Your inquiry is free, confidential and carries no obligation to complete a gift.

Pledges allow donors to plan a personal giving program that is convenient for them with flexible payment options. You can make a payment to a pledge or print a pledge form to mail back to the ASU Foundation at:

ASU Foundation
Attention: Cash Receipting
P.O. Box 2260
Tempe, Arizona 85280-2260