Planned Giving to KU Foundation
Last Call for our highest gift annuity rates.
Payout rates for gift annuities will drop effective July 1st. Now is the time to ensure the current higher returns. Contact us today for more information.
The KU Foundation wants you to know about some unique financial tools you can use to plan your gift so that it also returns benefits to you.
Did you know that:
- You can make a gift that pays you back — A KU gift annuity or other life-income plans will give you a charitable deduction and payments for your lifetime.
- You don't have to use cash to make your gift — donate appreciated securities instead. The deduction is the same as for a cash gift, and you pay no capital gains tax on the transfer.
- You can give an asset that may help us more than it's helping you — such
as a life insurance policy whose coverage
your family no longer needs, or real estate like
a second home or a parcel of undeveloped land.
- You can make a gift that costs you nothing during your lifetime — name KU as a beneficiary of your will or revocable trust, or of your retirement plan.
- You can make KU a partner in your giving — you can deed us your home but continue to live there or you can sell us property at a charitable discount.
How do I start?
To find out your giving options, go to Gift Plans. Discover the variety of funding choices at Assets to Give. Compare the plans and see which come closest to your needs at Goals & Benefits.
When you're ready to hear more, complete the Information Request Form for follow-up information from us.
The Kutztown University Foundation
15197 Kutztown Road
PO Box 151
Kutztown, PA 19530
(610) 683-1394
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