Planned gifts are those gifts which are made during your lifetime, but the benefits to the Southern Illinois University Foundation are not realized until a future date. They represent your ultimate investment in the University's mission. These gifts may take the form of a Bequest in your will, Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts and Life Estate Agreements. Many planned gifts offer an immediate income tax charitable deduction as well as future estate and gift tax savings. Some, such as Charitable Remainder Trusts and Charitable Gift Annuities, can even provide you with income for your lifetime. Planned gifts can be funded with cash, securities, mutual funds and real property.
SIU Foundation hosts a detailed gift planning resource at http://www.siufgiving.org. It features straight-forward instructions to help alumni and friends of SIU to educate themselves on the diverse aspects of gift planning. This helps them make the best decisions regarding their gift. Additionally, the site provides donor stories, presentations and up to date news that could impact gift planning. There is also a special section for professional advisors that includes charitable tax references and deduction calculators.