Gift Plans
Bequest
Give to the University of Connecticut Foundation without effecting your cashflow
during your lifetime.
Charitable Bargain
Sale
This part-gift/part-sale gives you a charitable deduction plus
cash to use elsewhere.
Charitable Gift
Annuity Life Income Plan
Receive a fixed payout and significant tax benefits.
Deferred Gift
Annuity Life Income Plan
Recommended for younger donors to build retirement earnings for
the future.
Charitable Lead
Trust
Discover an innovative way to pass appreciating assets on to family
members while making gifts in the interim.
Pooled Income Fund
Give cash or securities, receive an income tax deduction, avoid
capital gains tax on the transfer and secure lifetime income.
Remainder
Annuity Trust Life Income Plan
Make a large gift and receive a fixed-income payout each year.
Remainder Unitrust Life Income Plan
Make a large gift and create a flexible source of retirement income.
Retained Life
Estate
Receive a large deduction by donating a residence while retaining
the right to live there for life.
Testamentary Life
Income Gifts
One gift in your estate can benefit both your family and the University of Connecticut Foundation.
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
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