How do I make a gift that will provide me tax advantages and/or income? How do trusts and annuities work?
A life-income plan can allow you to make a substantial gift while still providing for your personal financial needs. If funded with appreciated securities, it can avoid capital gains taxes while converting a non-income producing asset into an income producing asset. Charitable trusts and annuities can be excellent vehicles for assisting the School of Medicine while meeting personal financial needs. Such gifts are welcomed by Washington University which has substantial experience in managing such funds. Gifts of this type require careful planning and attention to the objectives and tax consequences for each donor. Please contact the Office of Medical Alumni & Development Programs at 314-935-9690 for further information on these kinds of gifts.
