Planned Giving

Many people have used planned gifts to support the mission and ministry of York College. Planned gifts are among the most transformational for the college and have the capacity to affect students for many years to come.

What is a planned gift?

Typically, a “planned gift” is a gift made through a will, annuity or trust. Life insurance and gifts from retirement plans are other means to make a planned gift. Some gifts, such as trusts and annuities, provide a lifetime income to the donor(s).

Why make a planned gift?

Planned gifts are popular because of the financial flexibility and tax benefits they provide. They are also an effective means of Christian stewardship as they redirect assets to ministry that otherwise might be lost in estate taxes, capital gains taxes or income taxes. In most instances, a planned gift allows the donor to make the most significant gift possible to York College or other not-for-profits. In the larger context of a well-thought estate plan, planned gifts can be a tool to help maximize the benefit from your estate for every intended beneficiary.

Opportunities with planned giving:

• Make a larger gift during your lifetime than otherwise possible
• Give while assuring an income stream for yourself, a spouse, a child, or others
• Provide a significant blessing for a worthy ministry
• Enjoy tax benefits
• Simplify the details of your estate for those you love

For more information about available planning tools, contact Brent Magner at 402-363-5636 or brent.magner@york.edu