Gift Planning

Your Bucknell philanthropy can help you achieve your estate-planning goals.

Retain assets during your lifetime.

Bequests allow a donor to retain the lifetime use of their assets, reduce estate tax, and make a significant gift to Bucknell. Bequests may be made for a specific piece of property, a fixed amount of money, a percentage, or the residue of an estate.

Gifts of IRAs and other qualified plans can significantly minimize income and estate tax. These gifts may consist of all or a portion of your IRA or other qualified retirement plan.

Provide income to you or someone else.

Charitable gift annuities provide secure fixed income for one or two individuals for life. The annuity rate is based on the age of the beneficiaries when the annuity is funded.

Charitable remainder trusts can be established to provide fixed income over time. It can operate for a term of years of the lifetime of the income beneficiaries. Unlike a gift annuity, it can provide income to more than two income beneficiaries. With a CRT, you can transfer wealth to your heirs at greatly reduced gift and estate tax rates.

Transfer assets to heirs at reduced cost.

Charitable lead trusts provide annual payments to the charity of your choice. At the end of the trust term, the assets within the trust pass to your heirs with little or no additional tax due.

Make a large gift to Bucknell at less cost to you.

Life insurance gifts name Bucknell as the beneficiary of a life insurance policy or give Bucknell a policy you no longer need.