University of New Haven Gift Planning

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in a meaningful way

  • Create a lasting legacy for the next generation of students
  • Enjoy multiple tax and financial benefits as you pursue your financial and philanthropic goals
  • Support the university's mission and vision with your gift
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University of New Haven Gift Planning
Planned Giving
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You are at: Planned Giving > Gift Options > Gifts That Benefit the University After Your Lifetime

Gifts That Benefit the University After Your Lifetime

The following options for giving to the University can allow you to increase educational opportunities for deserving students. They cost you nothing during your life and may provide significant tax benefits to your heirs. Click on a gift model below to learn more.

  • Gift by Will or Trust
    Gift by Will or Trust
    You designate the University as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • Gifts of Retirement Assets
    Gifts of Retirement Assets
    Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to the University.
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  • Beneficiary Designation Gifts
    You can designate the University as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Gifts of Insurance
    Gifts of Insurance
    A gift of your life insurance policy is an excellent way to make a gift to the University of New Haven. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
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  • Charitable Remainder Unitrust
    You transfer cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with variable income based on a fixed percentage of the trust's value as re-determined annually for life or a term of years.
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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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  • Give It Twice Trust
    You provide your children with a stream of income, then make a gift to the University.
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  • IRA to Gift Annuity Rollover
    You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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