Testamentary Life-Income Gifts
(Is this gift for you?)

Create a testamentary life-income gift in your estate plan if ...

• You want to make a significant gift to the University of Connecticut Foundation but must also provide for family.
• You are looking for tools to reduce the tax liability your estate will bear.
• You want to direct income to a special-needs family member, to an employee or caregiver, or to beneficiaries who do not need a large outright bequest.

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