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
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
|
|
A Simple Action Creates a Legacy
An AUNE trustee finds a planned gift with the right fit
For Jennifer Kramer ES ’04, Antioch University New England opened up the world of nonprofits. Once a resident of New York City, working in a high-profile career as a travel writer, these days she’s the senior associate director of philanthropy for The Nature Conservancy’s Vermont chapter. “My AUNE education gave me the bona fides to make a great life transition,” she said.
In return for that fulfilling life, Jen is giving back to AUNE as a member of its board of trustees. She has another legacy as well, designating a portion of her 401(k) to AUNE through a planned gift. “It’s the simplest way to do planned giving— designate a retirement account—because you don’t need a will to do that. You just fill out a beneficiary form.” There is an important tax advantage, too. Any of her 401(k) left to an individual would be taxed at 63 percent, but going to a nonprofit, no taxes will be levied. “AUNE is getting the total benefit of all my hard-earned money,” she said. “It’s a no-brainer, and it felt exciting to take that simple action.”
Jen knows about rewards of giving from the other side as well, because of her work as a major donor fundraiser for The Nature Conservancy. “The beauty of philanthropy is that people want to be generous and helpful and when we find the right fit for them, it is as rewarding for the donor as it is for the organization. We become an important part of their lives,” she said. “Antioch continues to be an important part of my life. It feels good to be giving now as an annual fund donor, a supporter of special projects like internships, and as a trustee. It’s fulfilling to know that my estate gift will support future efforts of this very special institution.”
|
|
