Gift Plans with Tax Advantages and Income Opportunities
Some gift plans help you to make a generous gift to The Rockefeller University and-at the same time-offer immediate income and capital gains tax savings, as well as a possible reduction in federal estate taxes. In addition, certain gift plans also may provide income to you and other family members or friends. The University's charitable gift arrangements include:
- Charitable Remainder Trusts
- Charitable Gift Annuities
- Deferred Gift Annuities
- Charitable Lead Trusts
Please call Ms. Vickie Lister, director of planned giving, at (212) 327-8658 to learn more about gift plans that offer tax savings and/or income opportunities. The Rockefeller University recommends that you consult with your legal and financial advisors before proceeding with any planned gift.
