Planned Giving

Planned Gifts

Planned gifts are those for which a donor retains an interest and the charitable use by Simpson University is deferred to some future time. Simpson University's Advancement staff can assist you in making a planned gift that satisfies your needs while advancing the mission of the university. Examples of planned gifts include:

• Bequest
• Charitable gift annuity
• Charitable remainder trust
• Outright gifts of cash, stock or real estate
• Retirement assets
• Life insurance distributions

Planned Ways to Give

• You don't have to use cash to make your gift — you can give us appreciated securities instead, and use an asset that cost you less than the tax deduction you'll get for it today.
• You may be holding assets that would benefit us more than they do you — such as a life insurance policy that you no longer need, a parcel of real estate like a second home or undeveloped land, or a collection of books or artwork that you no longer have room to display.
• You can make a gift that costs you nothing during your lifetime — make us a beneficiary of your will or revocable trust, or a beneficiary of your retirement plan, and leave your cash flow and current financial planning uninterrupted.
• You can make us a partner in your giving — you can deed us your home but continue to live there, you can sell us property at a charitable discount, and you can make a gift that pays you lifetime income.

Contact the Advancement Office