| You want to |
You can make |
How? |
Benefits |
| Make an easy donation |
Outright
gift |
A gift of cash, personal property or stock |
Income tax deduction; avoid capital gains tax |
| Make a revocable gift in your lifetime |
Living
trust |
Make DWU a beneficiary in a living trust |
Possible estate tax savings |
| Defer a gift until after your lifetime |
Bequest |
Name Dakota Wesleyan in your will |
Federal estate tax exemption |
| Supplement income with fixed annual payments |
Charitable
gift annuity |
Contract with DWU; we'll pay you fixed payments
annually |
You get savings on income taxes & lifetime
fixed payments |
| Avoid capital gains on a home or farm sale |
Real
estate gift |
Donate the property to DWU. Or sell it to us as
a bargain price |
Immediate income tax deduction; no capital gains
tax |
| Donate your home or farm, but still reside there |
Retained
life estate |
Designate Dakota Wesleyan as the home owner. |
Charitable income tax deduction; lifetime use of
home |
| Obtain a fixed income or create an inflation hedge
for a longer term |
Charitable
remainder trust |
A variety of trusts that pay a variable or fixed
income to you based on annual valuation |
Income tax deduction, annual income for life. |
| Create an inflation hedge for a longer term |
Charitable
remainder unitrust |
A trust pays a variable income to you based on
annual valuation |
Income tax deduction, annual income for life. |
| Reduce gift and estate taxes for heirs |
Charitable
lead trust |
A trust pays a fixed or variable income to Dakota
Wesleyan for a set term, and then passes to heirs |
Gift or estate tax savings for value of payments
to Dakota Wesleyan |
| Make a large gift at minimal cost |
Life
insurance gift |
A policy with DWU as owner and beneficiary |
Income tax deduction
|
The information on this site is not intended as legal,
tax or investment advice. For such advice, please consult an attorney,
tax professional or investment professional.
We can offer custom proposals based on your particular circumstance
to show how a gift to Dakota Wesleyan can provide financial benefits
for you.
