Office of Advancement

Planned Giving

Planned Giving News

There is a special category of gifts known variously as “deferred” gifts, “planned” gifts or “life income” gifts. These are gifts that can provide you with an immediate income tax deduction, but also may afford other benefits such as life income, future continued use of the gift property, reduction of capital gains tax and other advantages. Some deferred gifts, such as bequests, provide primarily gift and estate tax savings.
If you would like to know more, call us. The Office of Advancement offers a free quarterly newsletter, Planned Giving News, that will inform you about all the choices available in planned and deferred giving.
Telephone the Office of Advancement at (863) 638-7261 or e-mail gloverg@warner.edu to be put on the newsletter mailing list.

View current and past issues of Planned Giving News

Directions: A Tax-Wise Guide to Giving

“I really appreciate what Warner Southern College has meant to me and my family, and I want to give something back. I only wish I could make a gift that would truly make a difference.”

These sentiments sum up the feelings of many friends and supporters of Warner Southern. Happily, there are dozens of ways to increase the impact of your support…with just a little planning.

Warner Southern College has a new booklet, Directions, that is a plain-English guide to intelligent giving. We’d be pleased to send you a copy either by e-mail or by hard copy through the mail.

Directions points out that there are different tax results from giving different types of property. Gifts of highly appreciated securities, for example, may be particularly favorable. If stocks have been owned more than one year, donors can deduct not just their original cost, but also any “paper profit” present in the gift. Best of all, capital gains taxes are eliminated when you give securities.

You also could choose to make a gift that reserves lifetime income to you or a family member and reduces your taxes in the bargain.

The most practical time to make significant gifts may be through your estate plan, by means of a will, living trust or beneficiary designation on a life insurance policy or retirement account. Such gifts are wholly revocable while you are alive and may save significant taxes for your estate.

Please send for Directions by calling the Office of Advancement at (863) 638-7261 or e-mail lawsonc@warner.edu to request a copy by e-mail.