George Fox University: Planned Gift Advantages

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Planned Gift Advantages

Establishing a planned gift qualifies you for membership in the Henry Mills Society.

Bequest (will or trust) retain control during your lifetime ultimate means of demonstrating Christian stewardship may significantly reduce or eliminate federal estate tax no immediate income tax deduction	Gift annuities dependable liftime income payout rate based on age - older the recipient, higher the payout rate portion of each payment may be tax free capital gain spread of life of the annuitant	Retirement assets all of percentage of account may be left to charity can be used to establish a life income gift plan for heirs at donor's death bypasses income tax to heirs possible estate tax savings
Charitable lead trusts reduce or eliminate transfer taxes assets passed to heirs receive gift and estate tax deductions provide an income stream to George Fox for a period of time	Charitable remainder trusts income stream for life of a term of years may provide variable (unitrust) or fixed (annuity trust) income avoidance of capital gain tax on appreciated assets attractive rate of return	Life estate with residence retain use of residence or vacation home receive an income tax deduction reduce size of estate possible to receive income while living in the home

Planned gifts can be a vital part of your personal estate and financial planning strategy. You can become part of what God is doing through George Fox University and reap the benefits of planned giving.

For more information about any of these gift plans contact Al Zimmerman by e-mail at azimmerman@georgefox.edu or phone at 503-554-2106.

George Fox University | Office of Development | Estate and Planned Giving | Planned Gift Advantages

Planned Gift Advantages