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Goals and Benefits


Your Goals

Your Strategy

Your Benefits

Afford a larger gift to support West Virginia University and its affiliated organizations — and avoid capital gains liability

Give appreciated stock or bonds held over one year

Buy low and give high — make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

Make a gift for WVU's future that doesn't affect your cash flow or portfolio now

Put a gift provision in your will (cash, specific property, or a share of the estate residue or a designation in your retirement plan or life insurance policy)

Today — a gift that costs you and your family nothing. Tomorrow — tax benefits

Reduce high tax liability now; gain additional income later

Establish a deferred gift annuity

A larger deduction and a higher income rate than other life-income gifts offer

Tap one of the most valuable assets in your portfolio to make a gift that benefits WVU

Use real estate to make your gift to benefit WVU

Avoid capital gains tax, receive an income tax deduction — and have the option of creating income payments for your life with a charitable remainder unitrust

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Create a charitable lead trust which supports programs at WVU for a fixed, finite period with the principal going to your heirs later

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

Locate an overlooked asset that you can easily give to the WVU Foundation

Name the WVU Foundation as the beneficiary of your retirement plan; leave other assets to family

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Turn an unneeded asset into a meaningful gift

Make a gift of a life insurance policy

Increase your ability to make a significant gift to WVU

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