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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.

If You Would Like To:	Then Consider:	Potential Benefits:
Make a gift for JU?s future that costs you nothing now and doesn?t affect your current lifestyle	Include a gift for JU in your will or trust	Future prosperity for JU Control of assets while you are living Reduced estate taxes
Utilize assets to make a gift to JU Avoid capital gains tax	Using appreciated securities instead of cash to make your gift	Charitable income tax deduction Decreased out of pocket cost to you by avoiding capital gains tax
Leave more to your heirs while benefitting JU	Naming JU as beneficiary of your retirement plan, and leaving more tax advantaged assets to your family	Reduced income and estate taxes Maximized remainder to family
Make a significant gift to JU Create an income stream	Creating a charitable remainder annuity trust with JU as the charitable beneficiary	Charitable income tax deduction No capital gains tax on gifted assets Fixed income stream for you Gift to JU when trust ends
Make a significant gift to JU Create an income stream	Creating a charitable remainder unitrust naming JU as the charitable beneficiary	Charitable income tax deduction No capital gains tax on gifted assets Variable income stream for you Gift to JU when trust ends
Make a significant gift to JU with relatively low cost	Gifting a new life insurance policy, or donating a paid-up policy you no longer need	Current, and possible future, income tax deductions Future prosperity for JU
Support JU today Reduce estate and gift taxes on assets left to your heirs Retain control over the distribution of those assets to heirs	Creating a charitable lead trust with JU as the charitable beneficiary	Estate or gift tax values frozen for contributed assets No estate tax on future appreciation Gift to JU while you are still living
Sell a home or other real estate to make a gift to JU Avoid capital gains tax on the sale	Donating the home or property to JU or selling it to JU at a bargain price	Charitable income tax deduction Eliminated or reduced capital gains taxes Immediate gift to JU
Make a gift to JU while continuing to enjoy your home	Giving all or a percentage of your personal residence or farm to JU while retaining life use	Charitable income tax deduction Reduced gift or estate taxes No capital gains tax on appreciated value of property

Jacksonville University
2800 University Blvd N
Jacksonville, FL 32211
(904) 256-8000

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.