SRU

Funding Your Gifts

There are creative ways to support Slippery Rock University in which SRU, you and your loved ones all receive benefits.  These giving methods are called "planned gifts," because thoughtful planning creates win-win situations for you and for SRU.  For example, you can:
Also, you can support SRU with gifts that do not impact the way you live by designating SRU to receive estate assets in the future or by making immediate gifts of assets that are "out of sight and out of mind."  You can make a gift now without impacting cash flow, lifestyle, or family security.  You can:
  • Make a gift that leaves your cash flow and current financial planning unchanged
  • "Buy low and give high" by making your gift with appreciated stock
  • Give an asset you no longer need or want
You can plan a gift, like those summarized below, that will only take effect after your other obligations have ceased.

Charitable Bequests
It is easy to plan a gift through your will or living trust, or via a beneficiary designation on your Individual Retirement Account (IRA), 401k, or other financial account.  Charitable bequests cost you nothing during your life, they can be changed if your needs change, and they can minimize potential estate costs and taxes.

Gifts from a Retirement Plan
Use assets subject to double taxation for your gift to SRU and leave more to your family and other beneficiaries.

Gifts of Life Income
Gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings.

Gifts of Appreciated Stock
Take advantage of appreciated stock to fund your gift to SRU without incurring capital gains tax.

Gifts of Life Insurance
Make a significant gift to SRU without a large estate.  You can leverage your dollars for a much larger gift.

Gifts of Real Estate
Give a valuable asset in exchange for sizable tax benefits and possibly an income stream for you and/or your family.

Gifts of Personal Property
Give personal property that enhances the mission of SRU and provides tax benefits to you.

Interested in learning more, contact us at contact@srufoundation.org or call 724.738.2004.

One Morrow Way 100 Old Main Slippery Rock, PA 16057 Phone 724.738.2004 Fax 724.738.2520