Gift Planning

Planned giving is a process that brings your financial and philanthropic goals together in a plan that’s advantageous to you—and impactful to the people and the organization you wish to help. A planned gift is part of your financial or estate planning, and can be made in a person’s lifetime, or as part of their will.

Stock Gifts & Electronic Funds Transfer

A gift of appreciated securities includes stock, bonds, or mutual funds. Outright gifts of securities can be made quickly and these gifts can have very attractive tax benefits.

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Estate Planning

Denison will work with you and your attorney to plan an estate gift that honors your wishes for your legacy. If you have included Denison University in your estate plan, please let us know. We want to thank you for your generosity.

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Real Estate & Property

When appreciated real estate is given, capital gains taxes can be completely avoided and the full fair market value of the property is generally deductible as a charitable contribution. A remainder interest in a personal residence or farm and a fractional interest in real estate can also be gifted.

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Income Generating Gifts

Life income gifts include charitable gift annuities, charitable remainder annuity trusts, and charitable remainder trusts. Life income gifts offer tax benefits as well as payments to you for a lifetime or a specific amount of time.

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Donor Advised Funds

The built-in tax benefits of donor-advised funds give you the flexibility to make charitable gifts on your timeline.

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Retirement Assets

Retirement account assets left to loved ones may be subject to higher taxation than other types of assets. When you use these assets to make a gift, you may be able to reduce taxes that otherwise would be imposed on those assets and leave more to your intended beneficiaries.

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Life Insurance

You can make a gift of life insurance by simply transferring physical possession of your policy to Denison and filing an absolute assignment or transfer of ownership form with your insurance company.

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