Gift Planning Opportunities

Gift planning offers many opportunities to maximize your charitable gift while also securing or enhancing your and your family's financial well being. The following list is a sample of opportunities. Contact us with your specific goals and we will help you and your advisors to develop a custom plan.

• Obtain the Best Advice for Your Charitable Planning.
  Building Your Team of Advisors
  

• Maximize your Class Reunion or other campaign gift.
  Maximize
  
  
• Participate in Cornell campaigns while deferring your gift to the future.
  Cornell University Foundation - A Donor-Advised Fund
  
  
• Replace or increase income from assets:
  Charitable Gift Annuity
  Charitable Remainder Trust
  Pooled Life Income Fund

• Provide income for someone else:
  Charitable Gift Annuity
  Charitable Remainder Trust
  Pooled Life Income Fund
  

• Decrease taxes on received income:
  Charitable Gift Annuity
  Charitable Remainder Trust
  Pooled Life Income Fund
  

• Decrease gift and estate taxes on assets earmarked for heirs:
  Charitable Lead Trust
  Increase Inheritance and Philanthropy
  

• Fund gifts with your retirement plan or IRA:
  Making a Charitable Gift from Your Retirement Account
  Additional Charitable Planning Strategies for Retirement Plans and IRAs
  

• Avoid the multiple taxes applicable to your retirement plan or IRA:
  Making a Charitable Gift from Your Retirement Account
  Additional Charitable Planning Strategies for Retirement Plans and IRAs
  Charitable rollovers from your IRA account.

• Defer or avoid capital gain taxes:
  Charitable Gift Annuity
  Charitable Remainder Trust
  Pooled Life Income Fund
  Gifts of Publicly Traded Securities
  Gifts of Closely Held Business Interests
  FAQs About Securities
  

• Avoid stock market fluctuations; diversify your portfolio:
  Gifts of Publicly Traded Securities
  Charitable Gift Annuity
  Charitable Remainder Trust
  FAQs About Securities
  

• Create a legacy with assets held for sentimental reasons.
  Gifts of Closely Held Business Interests
  FAQs About Securities
  
  
• Continue to enjoy your home yet turn it into a gift to Cornell:
  Gift of Real Estate with Retained Life Use
  

• Turn your real estate into an attractive income stream.
  Gifts of Real Estate
  
  
• Fund a succession plan for your business.
  Gifts of Closely Held Business Interests
  Retire from Business Ownership in Style
  
  
• Get an income tax deduction this year but defer distribution to selected charities.
  Cornell University Foundation - A Donor-Advised Fund

• Create an alternative to a private family foundation.
  Cornell University Foundation - A Donor-Advised Fund
  
  
• Involve your family in your philanthropy.
  Increase Inheritance and Philanthropy
  Cornell University Foundation - A Donor-Advised Fund
  Increase Your Family’s Inheritance While Funding Your Own Foundation