A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Fairfield.
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.
A deferred gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.
A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Fairfield University. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.
You can set up a trust that makes annual gifts to Fairfield University. At the end of the trust’s term, the remaining assets will pass to you or your family. This type of gift offers income tax benefits or reduced gift and estate tax costs.
Your home is one of your most valuable assets. With a retained life estate, you can give your home to us now, but continue to live in it for as long as you wish.
Receive immediate cash and make a gift to Fairfield University by selling to us a valuable asset, such as real estate, for less than it is worth.
The IRA charitable rollover is now permanent and is a terrific way to make a tax-free gift to Fairfield University using your qualified retirement plan. This gift may also satisfy your required minimum distribution (RMD).