This is our moment to take bold action, to drive positive change through the transformative power of people and ideas. Join us as we embark on this ambitious journey that we call Ever Brighter.
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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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If you are looking to make a charitable gift and a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.
If you have any questions about charitable lead trusts, please contact us. We would be happy to assist you by answering any questions you might have and providing you with an illustration demonstrating your specific benefits from this vehicle.
Zero Tax Plan - It is even possible to set up a lead trust that will allow you to transfer assets to your family with zero transfer taxes. The IRS assumes that a lead trust is only earning at the current low federal rate. If the actual investments of the trust produce a higher return than the payments made to the University of Miami over the term of the trust, then the full value of the trust may be transferred to family with zero gift tax.
FLP/Lead Trust Plan - To discount your gift to family even more, you may consider first transferring your real estate or other assets into a family limited partnership (FLP), which will fund your lead trust. The combination of the FLP, the lead trust and a gift exemption can permit the lead trust to pay income to us for a number of years and potentially transfer substantial assets tax-free to your family.
Increasing Payment Lead Trust - With increased volatility in the stock market, you may also want to consider creating a lead trust that makes fixed payments of increasing amounts to us over time. Because the payments to us are fixed, your family ultimately benefits from any growth in the trust. Low payouts in early years allow the trust to grow, thus allowing protection should the economy produce below-average returns in the future.
Grantor Lead Trust - A grantor lead trust permits you to transfer your cash or assets to a trust that will make gifts to charity for a number of years. At the end of the trust term, you receive the assets back from the trust.
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
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.