Planned Giving - Define Your Legacy and Make a Difference!

Planned Giving

With thoughtful planning, anyone can provide for their financial goals and help Jacksonville University continue to be an extraordinary place to learn. Planning may allow you to:
  • Benefit family and friends while providing for the university that is important to you
  • Leave a personal legacy that reflects your values and beliefs
  • Take advantage of possible tax benefits
  • Receive the satisfaction of giving back in a meaningful way
Legacy gifts take many forms, and reasons to include JU in one's financial and estate plan are as unique as each individual, but they share a single purpose: to ensure that Jacksonville University will prosper in the future.

We appreciate the continued commitment of alumni and friends to JU students and thank them for all they do to make our good work possible. We would be honored to assist you, too. JU's success depends on your vision and generosity.
How to Make a Difference at JU
You want to make a difference at JU, but don't know where to begin? Identify your goals and review possible strategies to achieve them.
Read More...
Plan Your Gift At Any Age
Simple Planning Tips to protect your family and support JU too!
Read More...

 

Text Resize

Deduction Calculator

Gift Calculator

Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.

  • Gift Annuity
    The charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
    Run illustration
  • Annuity Trust
    An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
    Run illustration
  • Annuity Trust for Term of 1 – 20 Years
    An annuity trust may pay a fixed amount of five percent or more of initial corpus for a term of one to twenty years. The annuity may be divided among two or more recipients.
    Run illustration
  • Deferred Gift Annuity
    The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
    Run illustration
  • Lead Annuity Trust for Term of 1 – 35 Years
    This lead annuity trust pays a fixed amount each year to a qualified charity for from one to thirty-five years, with remainder to family or family trust.
    Run illustration
  • Lead Unitrust for Term of 1 – 35 Years
    This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.
    Run illustration
  • Unitrust
    The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
    Run illustration
  • Unitrust for Term of 1 – 20 Years
    A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.
    Run illustration
scriptsknown