A Blended Gift to Reach a Goal
Jay: I wanted to make a big commitment to a special project. But I also wanted to preserve my cash savings.
We shared with Jay that through a combination of his available resources and planned gifts, he could still achieve his objective.
Here are several combinations Jay considered:
- $25,000 cash gift today and a $75,000 bequest in his will (no cash out-of-pocket).
- $25,000 gift of appreciated stock (no cash out-of-pocket and significant tax savings) and a $75,000 bequest in his will.
- $25,000 gift of appreciated stock, a $50,000 charitable gift annuity funded with stock (numerous tax advantages and fixed payments for life) and a $25,000 bequest.
Jay was able to make a $100,000 gift to our organization. He loved the fact that he could see his dollars at work today and continue his commitment to our work in the future.
get help with your gift plans
If you are interested in learning about ways you can support our organization or how to maximize the impact of your giving, we have a number of resources to assist you.
tell us about your gift
If you have included or are considering including a gift to Millersville University Foundation as part of your estate plan or in the form of another gift, please let us know.