Gift Calculator Helps Determine Best Planned Giving Option for You
Monday, April 30th, 2007Susquehanna University recently added a new feature to its website to help alumni and friends explore a variety of giving options that offer an array of tax and financial planning benefits. The Gift Planning Calculator is provided by PG Calc, the nation’s leading provider of computer programs and services for planned giving.
The most simple and direct way to support the University is with an outright gift of cash. Or, for those donors who own appreciated long-term capital gain assets, such as stocks or mutual funds, it is almost always more advantageous to donate the appreciated asset rather than cash.
However, for many people, especially those approaching or in retirement, other forms of “deferred” giving and charitable estate planning could hold significant benefits. Many of these gift planning options are explored in the university website under Ways to Give. Some of these gifts enable you to receive a current income tax deduction and lifetime income from your asset, perhaps even at a higher rate than what it currently produces. The Gift Planning Calculator allows you to choose different types of gifts and calculate the deduction and income expectations.
By carefully planning your gift options you can make an important gift to Susquehanna while also achieving significant personal financial goals. And of course, if you should have any questions, university representative are available to help you. Note that you can also discuss a range of allocations for your gift to make your legacy more personal and meaningful for you and your family.
Please contact us:
Douglas C. Seaberg, Assistant Vice President for Gift Planning 570-372-4408 or Seaberg@susqu.edu
Kimberly A. Y. Andretta, Assistant Director for Major Gifts 570-372-4042 or Andretta@susqu.edu
Carolyn Coldren, Assistant Director for Major Gifts 570-372-4787 or Coldren@susqu.edu
Bryan P. Rynearson, Assistant Director for Major Gifts 570-372-4516 or Rynearson@susqu.edu