Planned gifts to Wright State can allow you to make a significant impact on the future of education at the university. Wright State planned giving professionals will work closely and confidentially with you and your advisors to help ensure your planned gift expresses your vision for the university and facilitates your charitable and financial goals. We invite you to explore the GiftLegacy and GiftLaw links provided below for news, updates and other information on planned giving options at Wright State University.

• For a personalized illustration of the charitable and financial advantages that planned giving can offer, please visit the GiftLegacy site.

• Professional advisors (attorneys, CPAs, financial planners, etc.) are invited to visit the GiftLaw site for current information on tax laws, gift laws, IRS rulings and other financial news affecting charitable giving.

• For more information on planned giving options at Wright State, please call the Director of Planned Giving at (937) 775-2869.

Bequests and Trust Provisions
A gift to the university included in your will or trust agreement may be fully deductible from your estate as a charitable gift. Please contact the Development Office to assure that your gift will be used according to your wishes. If you have already included Wright State as a beneficiary in your will, trust or retirement plan, please let us know so that we may include you in our Legacy Society to recognize your planned contribution.

Gift Annuities
Planned gifts, such as charitable annuities, can offer specific tax advantages and often provide you with benefits today such as a stream of income for the lifetime of the donor and/or a donor's spouse. In these instances, a contract between the donor and the WSU Foundation is established to pay a fixed dollar amount (annuity) for up to two people in exchange for a gift of cash or securities. Payments are fixed at the time of the gift and guaranteed for the beneficiaries' lifetimes. Depending on your preference, payments may begin at once or be deferred to a later date. The amount of the payments depends on the amount of the gift and the ages of the beneficiaries.

For more information, please see "Gift Annuity" on our GiftLegacy site.

Charitable Remainder Trust
When a donor transfers cash, securities, or real estate to a trust, those funds are invested to make periodic payments to the donor for life or a term of years. When the trust ends, the remaining assets pass to the WSU Foundation to be used as the donor designates. In addition to creating an income tax deduction for a portion of the contribution, transferring assets owned for more than one year allows the donor to avoid capital gains tax on the transfer to the trust.

For more information, please see "Charitable Annuity Trust" on our GiftLegacy site.

Charitable Lead Trust
Like a charitable remainder trust, a donor may transfer real estate, cash or securities to a trust. Income from the trust is then paid to Wright State University and the reminder distributed to the donor or other individuals as designated by the donor.

Life Insurance
Donors have the option to give an existing life insurance policy to Wright State, or establish a new policy with the university as the beneficiary. When the policy is not pre-paid and the university owns the policy, the annual premiums are tax-deductible contributions.

Remainder Interest in Farm or Residence
In the instance where a donor wishes to transfer the ownership of a residence or farm to Wright State, the donor may retain the right to use the property for life.

For more information, please see "Sale and Unitrust" on our GiftLegacy site.

In most circumstances, an individual donor's charitable deductions of cash or other property are limited to 50 percent of the donor's adjusted gross income, or 30 percent if the property is long-term capital gain property.