By combining your philanthropic giving with tax and other financial strategies, you can play a critical role in creating an extraordinary future for SMU and the community it serves. Creative planning can provide current and future benefits to those you love and help secure a bright future for SMU. Use the tools and resources on this site to see how you can be a part of today and tomorrow at SMU.
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Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. 免费: vpn 加速器 下载-windows: vpn 加速器:2021-6-9 · 免费: vpn 加速器 下载软件在 UpdateStar: - 与数以千计的兼容网站下载流从成千上万的视频和音频流流检测检测和下载媒体 （音频 + 视频） 的网站用任何浏览器，无需复制和粘贴 url-媒体自动检测文件重命名文件如你正在下载的广告拦截检测广告并不能将它们下载用户友好文件名集成智能自动化的文件 ...
A charitable bequest is one or two sentences in your will or living trust that leave to Southern Methodist University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.
an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan
"I give to Southern Methodist University, a nonprofit corporation currently located at P.O. Box 750402, Dallas TX 75275-0402, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
able to be changed or cancelled
A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.
cannot be changed or cancelled
tax on gifts generally paid by the person making the gift rather than the recipient
the original value of an asset, such as stock, before its appreciation or depreciation
the growth in value of an asset like stock or real estate since the original purchase
the price a willing buyer and willing seller can agree on
The person receiving the gift annuity payments.
the part of an estate left after debts, taxes and specific bequests have been paid
a written and properly witnessed legal change to a will
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A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to SMU or other charities. You cannot direct the gifts.
An 手机pp加速器 can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.
Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.
Securities, real estate or any other property having a fair market value greater than its original purchase price.
Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.
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You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to SMU as a lump sum.
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A beneficiary designation clearly identifies how specific assets will be distributed after your death.
A charitable gift annuity involves a simple contract between you and SMU where you agree to make a gift to SMU and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.