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"To place your name by gift or bequest in the keeping of an active educational institution is to... make a permanent contribution to the welfare of humanity."
--Calvin Coolidge |
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Types of Planned Giving
A planned gift is any irrevocable gift in which the donor retains an interest (such as ones which provide lifetime income payments to the donor) or is any gift made through a donor's estate planning instrument such as a will or trust.
The Foundation assists donors in making, and subsequently administers, many types of planned gifts. The simplest and easiest planned gift to make is a bequest to the university through one's will or trust agreement.
Other planned giving instruments allow donors to make a gift to the university
during their lifetimes and receive an income from that gift while they (and their spouse, if desired) are living. Upon the death of the income recipient(s) the amount remaining in the gift is made available to the university to be used in accordance with the donor’s intent. One of the easiest to make of such gifts is the Charitable Gift Annuity. Another somewhat more complex method of making a gift with these life income characteristics is the Charitable Remainder Trust.
If real property such as a personal residence is the subject of planned gift,
the donor may make the gift to the university yet retain the right to continue
living in the residence during their lifetime. This method, called the gift of
a personal residence with a retained life estate, can result in significant tax savings to a donor's estate.
Legacy Society
Donors who make planned gifts to the university are recognized as members of
the University of Alaska Legacy Society and are highlighted in the Foundation's annual report on Charitable Giving. A list of current members and information about the Legacy Society can be viewed by clicking on the following links:
University of Alaska Legacy Society
Current Members of the Legacy Society
Foundation for the Future
The Foundation also publishes twice annually Foundation for the Future, a
newsletter designed to inform members of the Legacy Society as well as other
friends and alumni of the university of developments and opportunities in the
broad area of planned giving. The following issues are available for download:
Fall 2007
Spring 2007
Fall 2006
Spring 2006
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Further information about the University of Alaska Foundation Planned Giving program can be obtained by writing to Scott Taylor, Gift Planning Manager, University of Alaska Foundation, PO Box 755080, Fairbanks, AK 99775, by calling (907)450-8032 or by email at scott.taylor@alaska.edu |
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