Goals and Benefits
 If your goal
is to: |
Then you can: |
And your benefits
are: |
| Make a quick and easy gift | Simply make an outright gift | An income tax deduction and immediate impact for SU. |
| Defer a gift until after your lifetime | Put a bequest in your will (cash, specific property, or a share of the residue) | Estate tax deduction and you keep assets in your name during your lifetime |
| Maximize heir's inheritance while benefiting Syracuse | Name Syracuse University as beneficiary of your retirement plan, leave other assets to family | Reduced estate and income tax |
| Avoid tax on capital gains | Give appreciated stock or bonds held over 1 year | An income tax deduction and avoidance of capital gains tax |
| Secure a fixed income while avoiding market risks | Establish a charitable gift annuity | Tax benefits and often a higher rate of return from assets |
| Share your enjoyment of a collection or other personal item | Donate tangible personal property related to Syracuse's mission | A charitable deduction based on the full fair market value of the item(s) |
| Make a large gift with little cost | Give a life insurance policy you no longer need | Current and possible future income tax deductions |
| Avoid capital gains tax on the sale of a home or other real estate | Give all or a percent of the property to Syracuse | An income tax deduction, plus the elimination of capital gains tax |
| Give all or a percent of your personal residence or farm but retain life use | Create a charitable gift while continuing to enjoy your home (Retained Life Estate) | A charitable deduction and a reduction in the value of your estate |
| Create a hedge against inflation over the long-term | Establish a charitable remainder unitrust | A variable income stream for life and tax benefits |
| Reduce gift and estate taxes on assets you pass to your children and grandchildren | Create a charitable lead trust that pays income to Syracuse for a specific term of years | A gift or estate tax deduction and your family keeps the assets and any appreciation |