GIFT PLANNING

 

Make a Plan to Support the Future of UVA Health

Join a growing number of alumni and friends who are choosing to invest in the future of UVA Health through financial or estate planning. Options include bequests, gifts to UVA Health that pay you an income for the rest of your life or the lives of your chosen beneficiaries, and gifts that generate income for UVA Health for a specified period of time and return the remainder to you or your heirs. Gift planning can offer you and your family significant tax benefits as well as greater financial flexibility in meeting your personal and philanthropic goals.

If you're ready to start a conversation about planned giving or have questions, please contact Erin Hughey-Commers, Senior Gift Planning Advisor, UVA Health Foundation, at efh3z@virginia.edu or 434-760-3281.

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PLANS FROM YOUR ESTATE:
Wills and Living Trusts

Giving to the University through your will or living trust is often referred to as a bequest. A bequest from your estate may include cash, securities, real estate, and/or personal property. It can be for a specific amount or for a percentage of your estate.

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Retirement Plans

You can eliminate income and estate taxes on any retirement plan assets you give to charity. UVA Health will receive the assets free of tax, allowing the full value of your gift to be used for the charitable purposes you choose.

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PLANS THAT PAY YOU AN INCOME:
Charitable Gift Annuities

A charitable gift annuity provides you with fixed income for the rest of your life and future support to UVA Health.

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Charitable Remainder Trusts

Charitable remainder trusts are an ideal form of philanthropy for those who wish to make a charitable gift to UVA Health and to receive income for their lifetime and/or the lifetime of others.

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OTHER PLANNED GIVING OPTIONS:
Real Estate

There are several options for making a gift of real estate that may have tax and other financial benefits. Giving your property outright to UVA Health or using a gift of real estate to fund a trust will unburden you of the costs and other responsibilities of ownership.

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Life Insurance

When your existing life insurance policy is no longer needed in whole or in part to satisfy its original purpose (the children are grown, your spouse is well provided for), you can convert a comparatively small investment into significant future support for UVA Health. 

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Appreciated Securities

By donating appreciated securities that you have owned for longer than one year you receive the same income tax savings as you would by making a gift of cash or by check, but you also avoid tax on the capital gains that you would recognize if you sold them.

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Qualified Charitable Distributions

If you are at least 70½ years old, you are eligible to make a Qualified Charitable Distribution from a traditional or Roth IRA. Distributions to UVA Health will be excluded from federal income.

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