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Each donor's circumstances are different and tax and other financial benefits may vary over time. There are a variety of planned giving options that may be used to help provide for personal needs and those of loved ones while also giving current, capital and/or endowment support for Truett-McConnell.

Provision by Will

  • At death, assets that are left via will are transferred to Truett-McConnell
  • Fair market value of assets is deductible for purposes of estate tax liability if applicable
  • Donor controls property during lifetime
  • Gift can be specific amount, specific assets, percentage of estate, or all or a portion of residue of estate

Charitable Remainder Trust

  • With a charitable remainder trust, you can receive income each year for the rest of your life from assets you give to the trust you create. Your income can be either variable or a fixed amount. After your lifetime, the balance in the trust goes to the charities of your choice

Gift Annuity Agreement

  • Through a simple contract, you agree to make a donation of cash, stocks or other assets to Truett-McConnell. In return, we agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Retirement Plans

  • If you die with retirement plan assets in your estate, those assets are subject to income taxes. This can reduce the amount that normally would be passed to heirs by up to 35 percent. In contrast, as a nonprofit organization, we are tax-exempt and eligible to receive the full amount and bypass any federal taxes. Income taxes can be avoided or reduced through a carefully planned charitable gift. Consider these gift options:
    • Designate Truett-McConnell as the primary beneficiary for a percentage (1 to 100 percent) of your retirement plan assets.
    • Designate a specific amount to be paid to us before the remainder is divided among family beneficiaries.
    • Make us the contingent beneficiary to receive the balance only if your loved one, as primary beneficiary, doesn't survive you.

Charitable Lead Trust

  • You give assets to a trust that pays Truett-McConnell an income for a number of years, which you choose. The longer the length of time, the better the gift tax savings for you. When the term is up, the remaining trust assets go to your family or other beneficiaries you select.

Contact us today for more information on planned giving, please contact the Office of Institutional Advancement at 706.865.2134 Est. 132.


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