Welcome to Gift Planning
Making a planned gift is a wonderful way to show your support and appreciation for Stephens College and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to Stephens College.
We recommend that you familiarize yourself with various gift options by exploring How to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.
Leave a Legacy
A gift through your will is one of the simplest to make. It is also the most popular gift type because it doesn’t require you to part with any assets now or at any time during your life.
Declaration of Intent
When you have your legal documents and your Stephens documents aligned, you can rest assured that all loose ends are tied up and that your gift will be received and utilized as you intended.
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Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities.
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This month we celebrate National Estate Planning Awareness Week. Read more to learn why having a complete estate plan is so important and for tips on what your plan should include.
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Is it time to rebalance your portfolio? If so, read more to learn tax-smart ways you can make a gift that meets both your financial and charitable goals.
Office of Advancement
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