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Maximize your philanthropic goals

  • Make a difference in people's lives and always be remembered for your contribution
  • Benefit yourself, your family and the University of Evansville with your planned gift
  • Help us fulfill our mission for many years and generations to come

Planned Giving

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Charitable Lead Trust

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Charitable Lead Trust
Property
Lead Trust
Term of
Years
Income to Evansville
Trust to Family
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Benefits of a charitable lead trust

  • Receive a gift or estate tax charitable income tax deduction
  • Pass inheritance on to family at a reduced or zero cost
  • Establish a vehicle from which you can make annual gifts to charity

How a charitable lead trust works

  1. You make a contribution of your property to fund a trust that pays University of Evansville income for a number of years.
  2. You receive a gift or estate tax deduction at the time of your gift.
  3. After a period of time, your family receives the trust assets plus any additional growth in value.

Contact us

If you have any questions about charitable lead trusts, please contact us. We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.

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Charitable Gift Annuity

Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.