Taxwise Giving/Life Income Planning

You don’t have to use cash to make your gift.  A gift of an appreciated asset such as securities or real estate might be a better way to make your donation – due to the tax benefits.  In some cases, a gift of personal property such as rare books or antiques might be the best way for you to make a gift. 

You can make a gift that costs you nothing during your lifetime by making the University a beneficiary of your Will, a life insurance policy, or your retirement plan.

You can make us a partner in your giving by making a gift that pays you a lifetime income – such as a charitable gift annuity or charitable trust.

We can help you to structure your gift in a way that helps you to save taxes, increases your income, and/or preserve more of your estate for your heirs.  We want to make to most of your gift – to make the experience as rewarding for you as it is for the University.

For more information, click here to go to “Giving Wisely”

If you would like to receive personal assistance with your gift planning, or you would simply like to learn more, please call Spencer Scott, Director of Major and Planned Gifts, at 973-720-2825 or via e-mail scotts7@wpunj.edu.