Testamentary Life-Income Gifts
(Gift illustration)

How it works

	You write a will or revocable trust directing a bequest to the University of Connecticut Foundation.
	You provide that the bequest first create a life-income gift benefiting your heirs.
	After their income interest terminates, the remaining balance in the gift passes to the University of Connecticut Foundation.

Benefits

• One estate asset can benefit both the University of Connecticut Foundation and your heirs.
• Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
• Provisions are revocable during your lifetime, increasing your planning flexibility.

For more information

Email us, complete the personal illustration form, or call us at 860.486.6135 so that we can assist you through every step of the process.

Hal C. Reed, JD, CFRE
Assistant Vice President for Planned Giving
The University of Connecticut Foundation, Inc.
Storrs, CT 06269-3206
Telephone: 860.486.6135
Toll-free: 800.269.9965, Extension 6135
Facsimile: 860.486.1615
E-Mail: hreed@foundation.uconn.edu