Planned or Deferred Gifts

What are Planned and Deferred Gifts?
Planned and deferred gifts are often given by people who have been active donors throughout their lifetime. Instead of coming from their income, planned and deferred gifts often come from a benefactor's assets.

A planned gift may be a large cash gift that can be actualized immediately or a gift of appreciated stock that is deferred so that the benefit is actualized over time and provides long term financial stability. Since deferred gifts are not available for use by AUNE until some future date, they are generally used as an endowment vehicle to build future reserves.

These gifts can be unrestricted in nature or directed to a specific program or purpose. The gifts can involve an arrangement whereby the donor retains an interest in the asset that is being gifted.

Benefits of Planned and Deferred Gifts
Planned and deferred gifts to Antioch University New England offer you and AUNE many advantages:

Provides gift plans that benefit you and your family
Enables you to support AUNE in a manner and at a time that is best for you
Gives you and your heirs immediate and deferred tax advantages
Grants you the satisfaction of knowing that your gift will make a difference in the world for generations to come

“My Antioch University New England degree has been a passport. It still surprises me, the doors that my AUNE degree has opened. Antioch reaffirmed my belief that I could maintain my own integrity, be a humanistic change agent, and still earn a living. The Antioch concept of being academically challenging while supporting my individuality has been an approach I use with my clients and in my own life.”

-Jason Roth, AP '76

In addition to annual donations, Jason and his wife Cheryl have chosen to leave AUNE a bequest in their will.

Glenn Maples Society
Individuals who name Antioch University New England in their estate plans are offered membership to the Glenn Maples Society. Named for the mountaintop estate in Putney, Vermont, where Antioch University New England was established, the Glenn Maples society recognizes our generous and loyal donors who have taken the step to include Antioch University New England in their estate plans.

Consult an Advisor
Consultation with your legal, tax and financial advisors is encouraged if you are considering making a planned gift. Your advisors can help you find the right gift for you.

Make Us Aware of Your Intentions or Ask Us a Question
If you have already made provision for Antioch University New England in your will, or if you would like to further discuss a bequest or other forms of planned gifts mentioned below, please contact the Office of Development.

Types of Planned and Deferred Gifts
Bequests
Income-Producing Gifts
Charitable Lead Trusts
Gifts of Life Insurance
Retirement Plans

Last Updated: 8/20/10