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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 > What to Give > Insurance
A gift of your life insurance policy is an excellent way to make a gift to the University of Miami. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to the University of Miami. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include the University of Miami as the beneficiary of your policy.
If you have any questions about making a gift of a life insurance policy, please contact us. We would be happy to answer questions that you have.
Please let us know if you have already named us as a beneficiary of your life insurance policy. We would like to thank you and recognize you for your gift.
You can also designate the University of Miami as a partial, full or contingent beneficiary of your life insurance policy. You will continue to own and can make use of the policy during your lifetime. Your estate may benefit from an estate tax charitable deduction.
Your deduction for the gift of life insurance will depend on whether the policy has increased in value above the premiums and whether the policy is paid up or there are remaining payments to be made.
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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.