A 慈善捐款 is one or two sentences in your will or living trust that leave to Roberts Wesleyan University a specific item, 一笔钱, a gift contingent upon certain events or a percentage of your e状态.

an individual or organization designated to receive benefits or funds under a will or other contract, 比如保险单, 信托或退休计划

The official legal bequest language for Roberts Wesleyan College is: "I, (名字), 的城市, 状态, 邮政编码), 给, 设计并遗赠给美高梅mgm平台, 西街2301号, 罗彻斯特, NY 14624-1997] [written amount or percentage of the e状态 or description of property] for its unrestricted use and purpose."

可以更改或取消

A 可撤销生前信托 is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal e状态 taxes.

不能更改或取消

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real e状态 since the original purchase

the price a willing buyer and willing seller can agree on

收到礼物年金的人.

the part of an e状态 left after debts, taxes and specific bequests have been paid

遗嘱:对遗嘱的书面和有适当见证的法律变更

遗嘱管理人遗嘱中指定的管理遗产的人, 收集财产, 支付任何债务, 并根据遗嘱分配财产

A 捐助者通知基金 is an account that you set up but which is managed by a nonprofit organization. 你把钱存入账户，这笔钱是免税的. You can recommend how much (and how often) you want to distribute money from that fund to Roberts Wesleyan or other charities. 你不能指挥礼物.

An 赋予的礼物 can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used 每年 to support our mission.

Tax on the growth in value of an asset—such as real e状态 or stock—since its original purchase.

证券, real e状态 or any other property having a fair market value greater than its original purchase price.

房地产 可以是私人住宅吗, 假期回家, 分时产权, 农场, 商业物业或未开发土地.

A charitable remainder trust provides you or other named individuals income 每年 for life or a period not exceeding 20 years from assets you 给 to the trust you create.

You 给 assets to a trust that pays our organization set payments for a number of years, 你选择哪一个. The longer the length of time, the better the potential tax savings to you. 当学期结束的时候, 剩下的信托资产归你所有, 您的家人或您选择的其他受益人. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. 信托支付给你, 每年, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Roberts Wesleyan as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Roberts Wesleyan as a lump sum.

A 受益人名称 clearly identifies how specific assets will be distributed after your death.

A 慈善捐赠年金 involves a simple contract between you and Roberts Wesleyan where you agree to make a gift to Roberts Wesleyan and we, 作为回报, 同意支付给你(和其他人), if you choose) a fixed amount 每年 for the rest of your life.