Become a member of The Pioneer Legacy Society by
making a planned gift.
A Benefit to You and Your University
The Pioneer Legacy Society is an opportunity for you to become an enduring part of Franklin Pierce University's mission to educate students who will become the next generation of leaders of conscience. Planned gifts are charitable gifts that require you to do some planning before they are made. They are popular because they can provide valuable tax benefits and/or income for life.
Potential benefits of planned gifts:
- Increase current income for the donor
- Reduce the donor's income tax
- Avoid capital-gain tax
- Make a significant contribution to your alma mater
- Any gift can be made in honor or memory of a loved one.
If you already have made the decision to become a member of The Pioneer Legacy Society by making a planned gift, you can download an enrollment form here, or contact us at (603) 899-4030 or firstname.lastname@example.org. We are happy to discuss your plans and/or any questions about planned giving. All members of The Pioneer Legacy Society will be specially thanked with a Legacy Society lapel pin.
Types of Planned Gifts:
Gifts of Assets
Gifts of assets can include stocks, bonds, and property (real estate and personal property such as artwork). This type of gift provides you with a charitable deduction, but it often offers additional tax savings as well.
Gifts by Will
Through various types of bequests for Franklin Pierce University, you may secure a charitable estate-tax deduction for the value of the gift. Best of all, you will know that your generosity will support Franklin Pierce for years to come.
Gifts that Pay You Income
Do you want to support Franklin Pierce University, but worry about having enough income for yourself and your loved ones? Life-income gifts, such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings, and the satisfaction of supplying Franklin Pierce with vital, long-term revenue.
The Charitable Lead Trust
With proper planning, you can transfer your assets to Franklin Pierce University, as well as your loved ones, and accomplish more than one objective, including tax savings. For example, if you have assets that are appreciating and a desire to constitute some of that profit to Franklin Pierce University, you may wish to consider creating a charitable lead trust.
Gifts of Retirement-Plan Benefits
You can direct some of your retirement-plan benefits to make a significant gift that will support Franklin Pierce University for years to come. Because of the estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small.
The information herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts.