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    • How to Give Without Parting With Cash Today
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    If you would like to extend your support of Rosemont College to make a lasting impact, there are several gift arrangements to choose from.

    Whether you would like to put your donation to work today or benefit us after your lifetime, you can find a charitable plan that lets you provide for your family and support Rosemont.

    I want to plan a gift based on my…

    Giving Amount

    • Under $25,000
    • $25,000 to $99,999
    • $100,000 to $999,999
    • $1 million or more

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    • Outright gift of cash
    • Outright gift of appreciated securities
    • Gift in will or living trust
    • Charitable gift annuity
    • Beneficiary designations

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    The most popular options for a gift in this range:

    • Outright gift of cash
    • Outright gift of appreciated securities
    • Gift in will or living trust
    • Charitable gift annuity
    • Beneficiary designations

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    The most popular options for a gift in this range:

    • Outright gift of appreciated securities
    • Gift in will or living trust
    • Beneficiary designations
    • Charitable gift annuity
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    • Charitable remainder trust
    • Charitable lead trust

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    The most popular options for a gift in this range:

    • Outright gift of appreciated securities
    • Gift in will or living trust
    • Beneficiary designations
    • Charitable remainder trust
    • Charitable lead trust

    Age

    • Under 40
    • 40-54
    • 55-69
    • 70+

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    • Outright gift of cash
    • Outright gift of appreciated securities
    • Gift in will or living trust
    • Beneficiary designations

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    The best gift options for you:

    • Outright gift of cash
    • Outright gift of appreciated securities
    • Gift in will or living trust
    • Beneficiary designations

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    The best gift options for you:

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    • Gift in will or living trust
    • Charitable gift annuity
    • Beneficiary designations
    • Outright gift of real estate
    • Charitable remainder trust
    • Charitable lead trust

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    The best gift options for you:

    • Outright gift of appreciated securities
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    • Charitable gift annuity
    • Beneficiary designations
    • Outright gift of life insurance
    • Make a Tax-Free Gift With An IRA
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    • Charitable remainder trust
    • Charitable lead trust

    Assets

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    • Appreciated Securities
    • Retirement Plan Assets
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    • Real Estate
    • Tangible Personal Property

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    Most popular ways to give this asset:

    • Outright gift of cash
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    • Charitable gift annuity
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    Appreciated Securities

    Most popular ways to give this asset:

    • Outright gift of appreciated securities
    • Gift in will or living trust
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    • Charitable remainder trust
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    Most popular ways to give this asset:

    • Beneficiary designations
    • Charitable remainder trust
    • Make a Tax-Free Gift With An IRA

    Life Insurance

    Most popular ways to give this asset:

    • Outright gift of life insurance
    • Beneficiary designations

    Real Estate

    Most popular ways to give this asset:

    • Outright gift of real estate
    • Gift in will or living trust
    • Charitable gift annuity
    • Charitable remainder trust
    • Charitable lead trust

    Tangible Personal Property

    Most popular ways to give this asset:

    • Outright gift or bargain sale
    • Gift in will or living trust
    • Charitable gift annuity
    • Charitable remainder trust

    Not sure how to get started?

    Answer a few simple questions and we'll point you down the right path.

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    • Giving

    A 外网加速器永久免费版官网 is one or two sentences in your will or living trust that leave to Rosemont College a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

    an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

    Bequest Language

    The official bequest language for Rosemont College is: "I, [name], of [city, state, ZIP], give, devise and bequeath to Rosemont College [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

    able to be changed or cancelled

    A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

    cannot be changed or cancelled

    tax on gifts generally paid by the person making the gift rather than the recipient

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    the growth in value of an asset like stock or real estate since the original purchase

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    The person receiving the gift annuity payments.

    the part of an estate left after debts, taxes and specific bequests have been paid

    a written and properly witnessed legal change to a will

    the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

    A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Rosemont or other charities. You cannot direct the gifts.

    An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

    Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

    Securities, real estate or any other property having a fair market value greater than its original purchase price.

    Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

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    You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

    You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Rosemont as a lump sum.

    You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Rosemont as a lump sum.

    A beneficiary designation clearly identifies how specific assets will be distributed after your death.

    A charitable gift annuity involves a simple contract between you and Rosemont where you agree to make a gift to Rosemont and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

    Personal Estate Planning Kit Request Form

    Please provide the following information to view the materials for planning your estate.

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