Planned giving is an excellent opportunity to support the Pitt School of Education, while providing you with special advantages. By including the school in your estate plans, you can make a significant impact to our school and students through the following avenues.
Gifts by Will or Living Trust
Leaving a gift to the Pitt School of Education in your will is a simple way to leave a lasting legacy without affecting your cash flow during your lifetime.
Gifts of Life Insurance
If you have more insurance coverage than you need, you may consider gifting a paid-up policy to the Pitt School of Education. By gifting your policy to us, you will receive a charitable income tax deduction equal to the cash surrender value of the policy.
Gifts of Retirement Plan Assets
By naming the Pitt School of Education as a beneficiary of your IRA, 401(k), or other qualified retirement plan, you can leverage your retirement assets to benefit you and your family, while reducing taxation and supporting the Pitt School of Education far into the future.
Charitable Gift Annuity
By establishing a charitable gift annuity, you will receive a fixed payout and significant tax benefits from the University. This type of gift is recommended for donors age 65 and older. Visit the Pitt Charitable Gift Annuity website for more information.
Deferred Gift Annuity
You can build retirement earnings by deferring the onset of annuity payments and utilizing compounding interest. This option is recommended for younger donors as annuity payments begin at age 55, while the tax deduction is given at the time of the gift. Visit the Pitt Deferred Gift Annuity website for more information.
Charitable Remainder Trusts
Combine a charitable gift with a predictable fixed-income payout by planning your donation into an individually managed trust. Choose from several options that best meet your personal financial situation and the needs of the school.
Charitable Lead Trusts
Freeze the taxable income of your appreciating assets by using them to make gifts today and pass them back to family members later. This giving option is a great way to transfer wealth to your family members and avoid future gift or estate taxes. Visit the Pitt Charitable Lead Trusts website for more information.
Please visit the University of Pittsburgh Planned Giving website or contact Pitt Education Director of Development Michael Haas at email@example.com or 412-648-1789 for more information. We can provide information about what type of planned gift might by right for you.