Specific Tools for Making a Gift

Considering Your Options

Choosing the right tool for you in making a gift might seem a little confusing at first.

Some friends find they are able to make a more substantial financial gift through careful planning.

Our Development staff are available to help you understand your options and accomplish your charitable and financial goals.

You are encouraged to contact our Planned Gifts professionals at any time and to discuss your options with your financial or legal advisors. We have included a Comparison Chart of various gifting tools, and their benefits in our Web site.

Here is some basic information.

Three Gift Categories

• Current or Outright Gifts
• Life Income Gifts
• Bequests and other gifts which come to AU after your lifetime
  

What should I consider before choosing a plan?

The particular plan or tool you choose will depend on several considerations, including:

1. Personal financial goals, such as
   
   • Current savings on income taxes
   • Saving estate and gift tax for heirs
   • Protecting assets and leaving something for heirs
   • Maintaining or increasing income during lifetime
     
2. The type of asset you want to use to fund your gift
   
   • i.e.: cash, appreciated stock, appreciate real estate,
                 life insurance, pension plan, etc.
     
3. What you want your gift to do for Anderson University
   
   • Do you want AU to be able to use my gift immediately?
   • Do you want AU to have use of the funds later?