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| Choosing a Gift Opportunity to fit your Needs |
| If you: | We suggest: |
 Are retired or older
than 60Want a
predictable, guaranteed income not subject to market fluctuations |
Charitable Gift
Annuity or Charitable Remainder Annuity Trust |
| Are younger than 60Want to
provide guaranteed income for retirement or other future needs |
Deferred Payment Gift Annuity |
| Want to establish a
life income gift with potential for growthWant to
make future gifts to the same fund |
Charitable
Remainder Unitrust |
| Have limited assets to
giveWant
professional management of assetsAre a
younger donor and do not want your income from a gift to be based on your age |
Pooled Income Fund |
| Own a policy no longer
neededWant to
avoid taxes on the policy's surrender valueWant a tax
deduction for the premiums you pay |
Gift of Life Insurance |
| Cannot give cash or
securities, but can give property or homeWant to
avoid taxes on the sale of real estateWant to
retain rights to use property |
Gift of Real Estate |
More on Planned Giving |
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| David Mays Assistant Vice President for University Advancement Phone: (303) 273-3140 e-mail: david.mays@is.mines.edu |
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