• Donor-Advised Funds

    The new University of Miami Donor-Advised Fund allows donors to make charitable contributions, receive an immediate tax benefit, and recommend grants to the University and other qualified charities over time. A popular and simple vehicle for effective charitable giving.
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  • Bequests

    By designating the University of Miami as a beneficiary in your will, trust or beneficiary designation form, you’re ensuring the future of the University.
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  • IRA Gifts

    If you are 70½ or older you may be interested in a planned gift that reduces the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can support UM while benefiting yourself. Or at any age, designating the University of Miami as a beneficiary of your IRA can be a great way to remove highly taxed assets from your estate.
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  • Beneficiary Designation Gifts

    A beneficiary designation gift is a simple and affordable way to make a gift to support the University of Miami. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Appreciated Stock Gifts

    Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the University of Miami.
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How To Give Estate Planning Guide Donor-Advised Fund Heritage Society Advisors E-newsletter Contact Us
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Tuesday June 30, 2026

Bills / Cases / IRS

Estate of Marion P. Bradford, et. al. v. Commissioner; T.C. Memo. 2002-238; No. 4659-00

Please click here to see full Case


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IRA to Testamentary Gift Annuity

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