 |
Planned Giving |
Welcome
Donor Stories
Step 1: Explore Legacy Planner™ Compare Gift Plans Goals & Benefits Giving WiselyStep 2: Research Gift Plans » Assets to Give »STEP 3: Contact Meet the Team Request Information Tip of the Day New!Personal Calculators
Have a Question? Please call or E-mail the Office of Planned Giving planned.giving@furman.edu (864) 294-3461 |
|
Gift Plans
Bequest Charitable
Bargain Sale Charitable Gift Annuity Charitable
Lead Trust Deferred Gift Annuity Remainder
Annuity Trust Remainder Unitrust Retained
Life Estate Testamentary Life-Income
Assets You Can Give
Appreciated Securities
Business Interests
Cash
Life Insurance »
Partnership Interests
Personal Property
Real Estate
Retirement Plans
Charitable Remainder Annuity Trust Example A 70-year-old donor in the 35% tax bracket establishes an annuity trust with $100,000 of appreciated stock, originally purchased for $10,000. Trust pays donor 6.0% of the initial value as an annuity for life. Trust earns an 8.0% average total return. Assume IRS discount rate of 5.8%.
PLEASE NOTE: These examples are for illustrative purposes
only and are not intended as legal or tax advice. Consult your own legal
and tax advisors prior to making any material decisions based on this data.
Email us, complete the personal illustration form, or call us at 864-294-3461 so that we can assist you through every step of the process.
Planned Giving content ©2008 VirtualGiving | Disclaimer & Privacy Notice |
Earl and Jackie Herndon
Jackie and Earl are very aware that they wouldn't be where they are today without their college educations.
Jim and Barbara Fox Leach 
They have followed in the footsteps of Barbara’s parentsMolly Joyce Kirk 
“I wouldn’t be at Furman if not for scholarships. They have been a real blessing,”Jessica Leanne Taylor '07 
"Without this assistance I would have had to attend a different school," |