| 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.
