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How To Give

How To Give

Giving to CWRU can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate CWRU as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    If you are 70 ½ or older, you can transfer up to $100,000 from your individual IRA directly to CWRU.
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  • Charitable Gift Annuity
    You transfer your cash or securities to CWRU in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer cash or property to fund a charitable remainder unitrust. The trust provides you with income for life or a term of years, based on the value of the trust each taxable year. Upon your death, the remaining property passes to CWRU.
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  • Charitable Remainder Annuity Trust
    You transfer property to fund a charitable remainder annuity trust. The trust provides you with fixed income for life or a term of years, based upon a fixed rate. Upon your death, the remaining property passes to CWRU.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to CWRU for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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The information provided by the Office of Planned Giving on this website is intended to provide general information that may be helpful to you in your charitable, financial and estate planning. It is not intended and should not be taken as legal, tax or other professional advice. Figures, calculations, and tax information are based on federal tax laws, regulations, rulings, and rates applicable at the time the information was prepared and are for illustration purposes only. Individual state laws may affect the availability of gift annuities. You should always consult with an attorney, accountant or other professional advisor for advice or assistance with your particular financial situation.