Planned Giving

Gifts in a Will or Living Trust

Gifts in a Will or Living Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Fairfield.
Beneficiary Designations

Beneficiary Designations

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
Charitable Gift Annuity

Charitable Gift Annuity

A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.
Deferred Charitable Gift Annuity

Deferred Charitable Gift Annuity

A deferred gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.
Charitable Remainder Trust

Charitable Remainder Trusts

A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Fairfield University. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.
Charitable Lead Trust

Charitable Lead Trusts

You can set up a trust that makes annual gifts to Fairfield University. At the end of the trust’s term, the remaining assets will pass to you or your family. This type of gift offers income tax benefits or reduced gift and estate tax costs.
Retained Life Estates

Retained Life Estates

Donate your home, farm or a second home to Fairfield and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.
Bargain Sale

Bargain Sales

Receive immediate cash and make a gift to Fairfield University by selling to us a valuable asset, such as real estate, for less than it is worth.
IRA Charitable Rollover

IRA Charitable Rollover

The IRA charitable rollover is now permanent and is a terrific way to make a tax-free gift to Fairfield University using your qualified retirement plan. This gift may also satisfy your required minimum distribution (RMD).

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