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Gift Planning Options

Gifts Anyone Can Make

Will or Living Trust
Need to preserve your assets during your lifetime? You can plan a gift to us that will only take effect after your other obligations are fulfilled.

Retirement Plan
Give us assets subject to double taxation, and leave more to your family.

Appreciated Securities
Take advantage of appreciated securities without incurring capital gains tax.

Life Insurance
Make a significant gift to Washington and Lee even without a large estate. Here's how you can leverage your dollars for a larger gift.

Real Estate
Donate a valuable asset in exchange for powerful tax benefits and possibly an income stream for you and/or your loved ones.

Personal Property
Give personal property that enhances our mission and provide tax benefits to you.

Mineral Rights
Donate non-operating mineral interests to Washington and Lee and claim a tax deduction based on the mineral interest's fair-market value at the time of the gift. property that enhances our mission and provide tax benefits to you.

Gifts That Pay Income

Charitable Gift Annuity
You want secure, stable income at a high payout rate. Your gift can be in cash or stock.

Deferred Gift Annuity
As a younger donor still in high-earnings years, you are still saving for retirement and also trying to lower your taxable income.

Flexible Gift Annuity
The flexible payment gift annuity offers the same benefits of simplicity, security, and attractive income taxation that the deferred payment gift annuity provides, but with more flexibility.

Pooled Income Fund
You are comfortable with variable income today and the opportunity for income growth in the future.

Charitable Remainder Unitrust (CRUT)
You want maximum flexibility with regards to the investment and benefits of your gift plan.

Charitable Remainder Annuity Trust (CRAT)
You want the flexibility to invest and manage your gift plan, and also the security of stable income.

Gifts That Protect Your Assets

Charitable Bargain Sale
Your lifestyle is changing. You want to make a gift to us, but you also need cash to meet your obligations, or an assured stream of income for retirement.

Retained Life Estate
Your home is your biggest asset. How can you make a gift to us and continue living there?

Charitable Lead Trust (CLT)
Your hard work has paid off and your business is growing. How can you preserve some of its value for your family?


The material presented on this Planned Giving website is not offered as legal or tax advice.
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