Policies and Procedures

III. WAYS OF GIVING
F. DEFERRED GIFTS
1. Gifts with Retained Life Income
2. Estate Gifts
3. Insurance
4. Revocable Trusts

POLICY: III.F.
Effective Date: 07/01/05
Last Modified: 10/17/05

Deferred gifts, although given today, will not realize their benefit to the University until some years into the future.  Large deferred gifts have a major impact on the University and its fund raising mission.  We ask all deferred gift donors to make their gifts to Arch.  Since deferred gifts are integrally connected to donor's financial and/or estate plans, deferred gifts are often referred to as planned gifts.

Life income gifts and estate gifts are two general categories of deferred gifts.  Life income gifts provide either an income or the use of some assets for the duration of the donor's life.  Estate gifts are normally associated with donor's wills or final distribution of estates.  All donors who have documented a deferred gift to Arch are eligible for membership in the Heritage Society. TOP

1. Gifts with Retained Life Income | 2. Estate Gifts | 3. Insurance | 4. Revocable Trusts


This page was last updated on Thursday, February 8, 2007 06:27 PM EST