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:
• Receive an immediate and significant charitable tax deduction
• Earn income from the gift at attractive rates for the remainder of your life (and the life of your spouse)
• Have your name permanently engraved on the Brandeis National Committee Tribute Wall on the Brandeis campus
• Accomplish your philanthropic goal of supporting Brandeis University, a world-class, nonsectarian university sponsored by the American Jewish community
Rates valid as of January 1, 2012
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
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:
Additional Planned Gifts