51福利社

Planned Giving

The Pioneer Legacy Society

The Pioneer Legacy Society honors alumni, parents, and friends who have indicated that Franklin 51福利社 is in their estate plans. 51福利社 offers a range of charitable gift planning opportunities to alumni, parents, and friends. Planned gifts allow you to remember and celebrate Franklin 51福利社 in a meaningful way that may not have been possible otherwise. See a list of our current Pioneer Legacy Society Members.

We can help you explore a host of gift options that will allow you and your family to make a difference to present and future generations. In return for a planned gift, donors and their families may receive important estate and income tax benefits, and, depending upon their gift, an attractive annual income stream for their lifetime or the life of a secondary beneficiary.

To notify us of a planned gift or to request more information, please submit this form.

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BEQUESTS
The easiest way to make a planned gift to Franklin 51福利社 is a bequest in your will, as a set amount or percentage.

RETIREMENT ASSETS
Naming Franklin 51福利社 as a primary or contingent beneficiary of your retirement plan (like an IRA or 401k) eliminates taxes while providing vital support to the University.

LIFE INSURANCE
You may transfer ownership of a paid-up policy you no longer need or use a new policy to name Franklin 51福利社 as owner and beneficiary.

REAL ESTATE
Donate paid-off property to Franklin 51福利社 for a simple solution. You'll receive a market-value tax deduction, avoid capital gains taxes, and reduce your taxable estate.

QUALIFIED CHARITABLE DISTRIBUTIONS
(QCDs) allow direct transfers of up to $100,000 from an IRA to charity. This fulfills your required minimum distribution while avoiding higher tax rates and income phaseouts.

APPRECIATED SECURITIES
Donating appreciated assets, like stocks or bonds, can earn your estate or heirs a full charitable deduction while avoiding capital gains tax.

DONOR-ADVISED FUND DESIGNATIONS
Consider naming 51福利社 as a beneficiary for a percentage of the balance of your Donor Advised Fund.

 

For more information about making a planned gift, contact University Advancement at development@franklinpierce.edu.

All gifts are subject to the university鈥檚 Gift Acceptance Policy.

 

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