A planned gift to Lindenwood University through a will or a trust is like a linden tree in the grove where Mary and George Sibley built their college in 1827. It starts with a small, seed of an idea to help a student. It grows wide and strong until its span provides shelter and its trunk makes a solid base for students and donors alike.
To discuss your philanthropic tax planning strategies, call the Office of Institutional Advancement at 636.949.4903 or Eric Stuhler, Director of Planned Giving, at 636.949.4617. Lindenwood University provides consulting services to its alumni and friends at no charge with the assurance of confidentiality.
Bequest:
You can distribute a percentage of your residuary estate or a fixed dollar amount to Lindenwood by executing a will or a simple codicil, naming the university as beneficiary.
Charitable Remainder Trust:
Property and other assets can establish a trust that provides you a lifetime of income, after which assets can be conveyed to Lindenwood.
Gift Annuity:
You can realize an income stream from a gift to Lindenwood to offset some of your annual taxable income.
Real Estate:
A bargain sale results from the sale of property to Lindenwood for less than fair market value, producing a tax deduction for you.
Life Insurance:
You can name Lindenwood as the beneficiary of your life insurance. By gifting a whole life insurance policy to Lindenwood, you may be able to receive a tax deduction for the amount of the cash values in the policy and additional deductions if your maintain the premiums.
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