With a deferred gift you make your commitment today, but defer the benefit to ASU in the future. Your deferred gift to ASU can help you achieve your philanthropic goals while reducing or eliminating capital gains, income and estate taxes. We encourage you to consult your financial adviser before entering into any of these relatively complex gift agreements.
- pledges — A pledge is a 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 that year. make a pledge »
- bequests — Your bequest can support the university simply by having your attorney insert a few words in your will or trust document. The foundation’s estate and gift planning professionals will work personally with you and your adviser to ensure the wording of your bequest accurately expresses your wishes.
- charitable lead trusts — A lead trust can be used to transfer assets with a significantly reduced tax liability. It provides immediate income to ASU for a specified period, after which the remainder is distributed to you or your heirs.
- life-income gifts — Life-income gifts provide you and/or your loved ones with an income for life or for a specific number of years. These gifts include charitable remainder trusts, charitable gift annuities and deferred-payment charitable gift annuities. Life-income gifts may entitle you to 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 increases your philanthropic impact because income and estate taxes are not imposed on plan assets distributed to ASU. You may also name the 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 about deferred giving to the ASU Foundation, contact the Office of Estate and Gift Planning at 480-727-6409. Your inquiry is confidential and infers no obligation to complete a gift.
Because deferred gift agreements can be complex, we encourage you to consult your financial adviser.