Brandeis National Committee - San Fernando Valley Chapter

Planned  Giving


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Great News for Brandeis Donors!

Congress recently extended the charitable gift provisions of the Pension Protection Act, which gives Brandeis supporters the opportunity to make a gift to the University directly from their IRA without having to pay federal income tax.

** Gift must be made in the current tax year
** IRA holder must be age 70 1/2 or older
** Gift total cannot exceed $100,000
** Withdrawal goes directly from the IRA to Brandeis

Donors do not need to itemize their taxes to take advantage of this special IRA rollover provision. If the donors do itemize, they cannot also claim the contribution as a tax deduction.

Please consider taking advantage of this unique giving opportunity that can benefit both donors and Brandeis!

For more information, contact M'lissa Brennan, 781-736-4178
Brandeis University | Brandeis National Committee

Planned gifts provide donors the opportunity to meet both their philanthropic and financial goals. Examples of planned gifts include charitable gift annuities, bequests, deferred annuities, charitable remainder trusts, charitable lead trusts and donor-advised funds.

Charitable Gift Annuity: Guaranteed Payments for Life

Minimum gift: $10,000

Are you looking for a safe investment? When you establish a gift annuity with Brandeis, you:

Your Age Return
  65 4.7 percent
  70 5.1 percent
  75 5.8 percent
  80 6.8 percent
  85 7.8 percent
  90+ 9.0 percent
Rates valid as of January 1, 2012

Creating a Lasting Legacy

The most common and simplest form of planned giving is a bequest. This is a gift that is made through the donor's will and offers several advantages:

• Donors do not have to part with this money during their lifetime
• Reduces estate tax by removing assets from the estate
• Reduces probate costs
• Saves professional management fees on the estate
• No minimum amount

Additional Planned Gifts

• Deferred Annuities
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Donor Advised Funds

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