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Types of Planned Gifts

> Bequests

With a bequest, you designate your will to Wofford College. Learn more >>
 
  

> Charitable Gift Annuity

With a charitable gift annuity, you give Wofford an asset and in return the college agrees to pay you a fixed income for life.
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> Charitable Lead Trust

With a charitable lead trust, you provide assets to fund a trust set-up for a term of years. The trust makes annual payments to Wofford for the established term and the remainder goes to family or friends designated by the donor. Learn more >>
 
  

> Charitable Remainder Annuity Trust

With a charitable remainder annuity trust, you establish a trust with assets avoiding exorbitant estate taxes. You receive a fixed income payment for life or a term of years and the remainder is given to Wofford. Learn more >>
 

> Charitable Remainder Unitrust

With a charitable remainder unitrust, you establish a trust with assets avoiding exorbitant estate taxes. You receive a percentage of the value of the trust for life. The remainder is given to Wofford. Learn more >>
 
  

> Gifts of Retirement Plan Assets

You have the option to: 1) Make Wofford the beneficiary of your retirement plan, or you may be eligible to 2) rollover your required distribution to Wofford. Learn more >>
 
  

> Life Insurance

You have the ability to make Wofford the owner and beneficiary of a life insurance policy and you receive income tax deductions. Or, you can make Wofford the beneficiary of a policy and your estate will be allowed a charitable tax deduction. Learn more >>
 
  

> Retained Life Estate

With a retained life estate, you deed Wofford your personal residence, farm or vacation home, but retain the right to live there.
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