Gift Planning

Cash, Stocks, Real Estate, Personal Property

Supports the mission of Valpo in whatever way you choose!

• Fully-deductible from income taxes
• Saves income tax and avoids capital gains taxes

Charitable Gift Annuity

Receive an income stream for life and immediate charitable deduction while providing for the future of the University

Charitable Lead Trust

Provide an annual gift for Valpo for up to 20 years, while preserving your assets for your children, grandchildren, or others.

• Tax deduction for present value of gift, saves you 100 percent of capital gains and can significantly reduce your estate tax liability.
• Income can be fixed or variable.

Bequest

Name Valparaiso University in your will or trust, benefit your favorite area on campus, and you may save on your estate taxes.  

Life Insurance

One easy way to make a significant gift to Valpo – make Valparaiso University the owner/beneficiary of an insurance policy.

• Premium payments are tax-deductible, and this gift removes the policy from your estate.

Life Estate

Provides a future gift of your home to Valpo while you still live in it.

• You can deduct the present value of the income interest from your estate.

Retirement Plan Assets

Plan for Valpo’s future by naming the university as a beneficiary of the assets after your lifetime.

• Avoids the twofold taxation (income and estate) on retirement assets.

Charitable Remainder Trust

Provide income for yourself, heirs and others now and a significant gift to Valpo later.

• Provides a tax deduction now and annual income for life or a term of years.
• Income can be fixed or variable.