Planned Gifts

Planned gifts allow you to make a significant gift while maintaining financial security for you and your family. Bequests, retirement plan designations, gifts of life insurance, gift annuities, and charitable trusts are just a few types of planned gifts. These gifts often provide attractive tax advantages and other financial benefits.

Helen Woodward Rivas Society

Gifts of Appreciated Securities

This is a tax wise way to support the Institute. When making a gift of appreciated stocks, bonds, and stock options, the donor pays no tax on the capital gains.

Gifts of Real Estate

Real estate may be contributed as an outright gift or to finance a planned gift.

Gift of Personal Property

These gifts can include works of art, manuscripts, rare books, antique furnishings, jewelry and other personal items.

Planned Gifts

Planned gifts allow you to make a significant gift while maintaining financial security for you and your family. Bequests, retirement plan designations, gifts of life insurance, gift annuities, and charitable trusts are just a few types of planned gifts. These gifts often provide attractive tax advantages and other financial benefits.

Bequests

For many, this is the most significant gift that can be made. A bequest removes assets from the donor’s estate and reduces federal taxes.

Retirement Plan Gifts

A donor can make a deferred gift by naming the Institute beneficiary of his or her retirement plan.

Life Insurance Gifts

A donor can name the Institute as a beneficiary on a life insurance policy.

Gift Annuities

A gift annuity is both a charitable contribution and an investment. The annuity provides guaranteed fixed income for the donor’s lifetime and/or for the lifetime of another beneficiary.

Charitable Remainder Trusts

A charitable remainder trust generates income for the donor that is fixed or that fluctuates with market conditions and the growth of the trust. Income may continue through the donor’s lifetime or for a set term and benefit a charity upon death.

Charitable Lead Trusts

A charitable lead trust is for a donor who would like to give to the Institute but also wants to pass assets on to family members. The Institute receives income interest for a period of years or for a period of someone’s lifetime, after that time the trust reverts to the donor or the donor’s beneficiaries.

For more information on planned giving, please contact Lisa LaTrovato at 716.898.8624 or email: llatrotavo@hwi.buffalo.edu.