DePaul :: Office of Development :: Giving Opportunities

DePaul :: Office of Development :: Giving Opportunities :: Planned Giving

Corporate Relations and Foundation Relations

Estate & Planned Giving

Gift Guide
Giving is its own reward in many respects. Leaving a legacy at DePaul through estate planning allows donors to communicate their values to their heirs and to future generations of students. Making a planned gift also allows our alumni and friends to fulfill their financial and estate planning goals.

The following chart offers a brief summary of various gift types organized by the goal you may have in working through your own financial plans.


If your goal is...	Consider...	This gift allows you to...

To make a quick & easy gift now	an outright gift	Get an income tax deduction as well as avoid capital gains taxes

To defer your gift until after your lifetime	a bequest in will	Save estate taxes

To make a gift to DePaul's future using non-cash assets.	a life insurance gift	Get a current income tax deduction and possibly future deductions as well.

To minimize taxation on retirement plan assets at death.	a retirement plan gift	Make a large gift DePaul by naming the University as Beneficiary of your plan while being recognized for your gift today.

To avoid capital gains taxes on sale of real estate	a real estate gift	Get an immediate tax deduction and avoid capital gains taxes.

To give real estate where you continue to reside	a retained life estate	Receive a charitable tax deduction and continue to live in the home for your lifetime.

To provide fixed income to you and/or family members for a term of years	a charitable remainder annuity trust	Get immediate income tax deductions and a fixed income for life. Minimum: $250,000

To provide income to you and/or family members for a term of years while taking advantage of the growing economy.	a charitable remainder unitrust	Get immediate income tax deductions and an income for life that has the possibility of increasing. Minimum: $250,000

To receive payments of fixed income for the rest of your life and/or the life of your spouse.	a charitable gift annuity	Get income tax deductions now and in the future, and receive fixed payments during your lifetime. Minimum: $10,000

To reduce estate taxes on assets passed to heirs	a charitable lead trust	Keep your property in your family, reduce the size of your taxable estate, and often see reductions in gift taxes.

To receive payments for the rest of your life and/or the life of your spouse	a pooled income fund	Get an immediate tax deduction and avoid capital gains taxes.

PLEASE NOTE: This information is prepared exclusively for the information of friends and donors of DePaul University. Its purpose is to point out current tax developments that may be helpful in tax and financial planning. Donors should, of course, consult with their attorney as to the applicability of any ideas to their own situation.

Unrestricted giving is the area of greatest need for DePaul University.