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Support the Arizona Arthritis Center (AAC) during and beyond your lifetime.  By including specific language in a will or trust naming the AAC as the recipient of a gift, donors help ensure the future of the AAC research and programs in the community, and can further its financial goals.

 

Why should I make a Planned Gift?

Many people wish to make charitable gifts but need to do so in a way that helps meet their other personal, family, or financial needs.  Planned gifts give you options for making your charitable gifts in ways that may allow you to

  • make a larger charitable gift than you thought possible.
  • increase your current income.
  • plan for the financial needs of a spouse or loved one.
  • provide inheritances for your heirs at a reduced tax cost.
  • reduce your income tax and/or avoid capital gains tax.
  • diversify your investment portfolio.
  • receive income from your personal residence.
  • plan for the transfer of your business.
  • leave a charitable legacy for future generations,

Planned gifts may provide immediate income and substantial tax savings for the donor.  For more information on Planned Gifts, please refer to www.uafoundation.org/plannedgiving

 

Bequests

The easiest way to make a planned gift is a bequest through your estate plan.  Your bequest to the University of Arizona Foundation designated to the Arizona Arthritis Center may be a specific dollar amount, or it may be a percentage of your estate or the residue in the remainder of your estate.  You may determine how your gift will be used and whether it will be established as an endowment fund.

 

Charitable Gift Annuities

Make a gift to the University of Arizona Foundation/Arthritis Center in exchange for a guaranteed schedule of lifetime payments to you and up to one other beneficiary.

 

Charitable Remainder Trust

Name the University of Arizona Foundation/Arizona Arthritis Center as a recipient of a trust you establish.

The trust makes periodic payments to you and/or your beneficiaries.

When the trust terminates, the remaining property becomes a University of Arizona Foundation asset.

 

Life Estate Agreements

Convey the title of real property, typically a primary residence, to the UA Foundation/Arizona Arthritis Center

  • You can use the property for your lifetime.
  • When you die, the property becomes a University of Arizona asset.

 

Retirement Plan Assets

Name the University of Arizona Foundation/Arizona Arthritis Center as a beneficiary of your retirement plan.

You benefit with

  • Lifetime control of assets.
  • Estate tax savings for estates over a certain value.
  • The option to change beneficiaries if necessary.

 

Life Insurance Policies

Name the University of Arizona Foundation/Arizona Arthritis Center as a partial beneficiary or owner of a life insurance policy.  You benefit with an applicable charitable tax deduction.

All of these Planned Gift Vehicles are described in greater detail at the University of Arizona Foundation website, www.uafoundation.org

 

When considering a Planned Gift, consult a knowledgeable advisor such as an attorney, financial planner or CPA to help structure the gift.

 

For more information please contact our development office.