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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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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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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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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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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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You are at: Planned Giving > Gift Options > How to Give > Bequest
A charitable bequest is one of the easiest and most flexible ways that allows you to retain control over your assets during your lifetime but allows you to leave a gift to the University of Miami that will make a lasting impact.
A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to the University of Miami as part of your estate plan, or you can make a bequest using a beneficiary designation form.
If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to the University of Miami as part of your estate plan, please take the time to let us know. We would like to thank and recognize you for your generosity.
The method used to make a bequest will depend on the kind of gift you choose to leave to the University of Miami.
Bequests of real estate, personal property, business interests and cash are typically made by way of a will, revocable trust or even a simple codicil to your current estate plan. Your estate-planning attorney can assist you in preparing the necessary papers for you to complete the bequest.
Other bequests, such as those involving retirement assets, insurance policies, bank accounts and stocks and bonds, are typically made by completing the appropriate beneficiary designation form. Simply contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the appropriate "beneficiary designation" or "payable on death" form. To complete your bequest, you will need to complete and sign the form and then send it back to the person who originally sent the form to you.
The last step in leaving any bequest involves the transfer to charity. When you pass away, the bequest property will be transferred to the University of Miami. The full value of this gift will be transferred tax-free and your estate will receive an estate tax charitable deduction.
Already included University of Miami in your estate plans? Click here to let us know.
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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.