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There are many ways
to make a planned gift to La Roche College, with particular benefits
for you, the donor, as well as for the College. Typically, a planned
or deferred gift refers to assets that provide life income benefits
to the donor and/or beneficiaries, either for the life of the
beneficiary or for a set term of years. Upon the income beneficiary's
death or the conclusion of the term of years, what is left, known
as the "remainder," is a charitable gift to the College. Planned
gifts are also called deferred gifts because, even though they
are given today, La Roche will not realize their benefit until
sometime in the future.
You may choose to make an outright gift of cash, real/personal
property, life insurance, pooled income funds, gift annuities
or securities, or use any of these sources to fund a deferred
gift. Each gift offers an immediate tax benefit for you and your
family. Whether your objective is to reduce your taxable estate,
make a charitable gift while providing annual income for yourself
or a designated beneficiary, or to make a long-term commitment
while retaining the use of your capital, there are planned giving
opportunities that will help you achieve your goal. A gift need
not require a substantial outlay of capital to make a significant
difference to the College, but it does require vision and commitment
of the donor.
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