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  • Planned Giving
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    How to Give

    How to Give

    Giving to Susquehanna University can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

    • Bequest
      You designate Susquehanna University as the beneficiary of your asset by will, trust or beneficiary designation form.
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    • Beneficiary Designation Gifts
      You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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    • 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.
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    • Life Estate Reserved
      You give your property to Susquehanna University but retain the right to use the property during your life.
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    • IRA Rollover
      Congress has enacted a permanent IRA charitable rollover for individuals age 70½ or older. As a result you can make an IRA rollover gift this year and in future years without paying income tax before your gift.
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    • 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.
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    • Bargain Sale
      We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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    • Sale and Unitrust
      You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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    • Charitable Gift Annuity
      You transfer your cash or appreciated property to Susquehanna in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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    • Charitable Lead Trust
      You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder with substantial tax savings.
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    • Give It Twice Trust
      You provide your children with a stream of income while making a gift to charity.
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