Gift Planning

Text Resize

How To Give

How To Give

Giving to Wake Forest may be done either directly or through a gift model that provides tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate Wake Forest as the beneficiary of your asset by will, trust or beneficiary designation form.
    More
  • IRA Rollover
    Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.
    More
  • Charitable Gift Annuity
    You transfer your cash or appreciated property to Wake Forest in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
    More
  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
    More
  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
    More
  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial estate and gift tax savings.
    More
  • Sale and Unitrust
    You give a portion of your property to fund a charitable remainder trust and when the property sells you receive cash and income for life.
    More
  • Give it Twice Trust
    You provide your children with a stream of income while making a gift to charity.
    More
  • Life Estate
    You give your property to Wake Forest but retain the right to use the property during your life.
    More
  • Blended Gifts
    There are many combination gift options that may make your giving go farther than a simple gift of cash or property.
    More
  • Beneficiary Designation Gifts
    You can designate Wake Forest as a beneficiary of a retirement, investment or bank account or your life insurance policy.
    More
scriptsknown