Blended Gift
By combining a gift today with a planned gift for the future, you can make an even greater impact at Utah Valley University. Your support helps students and programs thrive right now, while your future gift ensures your legacy continues for generations to come. It's a thoughtful way to give that benefits both today and tomorrow for areas of campus meaningful to you.
There are many combination gift options that can make your giving go further than a simple gift of cash or property. Blended gifts are gifts that help you see the impact of your giving today and continue to support our mission in the future.
Benefits of blended gifts
- Increase the impact of your giving
- Preserve wealth for you and your family
- Enjoy greater tax savings
- See the results of your giving today
How blended gifts work
- A planned gift can be added to your annual gifts of cash or property this year to increase the impact of your giving, provide greater tax savings, preserve wealth for you and your family and further our mission.
- Some ideas for you to consider include a charitable bequest, charitable gift annuity and charitable remainder unitrust.
- If you have already included a bequest in your will or created another planned gift, you could begin to see the impact of your giving today by making outright gifts of cash or property. You can avoid capital gains taxes by making a gift of your real estate, stock or other appreciated investments.
- To learn more about how to include a bequest to Utah Valley University, and to access sample language that ensures your gift supports the area most meaningful to you, please visit our Bequests page.
Popular blended gifts
1. Gift and Bequest
A "Gift and Bequest" is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact on Utah Valley University.
Benefits:
- Receive a charitable income tax deduction for your gift made to us this year
- Continue to use and control your assets during your lifetime
- Leave a lasting legacy through a bequest to support our work after you are gone
How it works:
- You can make a gift to support our work this year by contacting us or visiting our website. A charitable bequest is a way to make your giving go further. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to Utah Valley University as part of your estate plan, or you can make a bequest by designating us as a beneficiary of your retirement account or life insurance policy.
2. Endowment Gift and Bequest
Endowment giving is vital to continuing the important work of Utah Valley University. An "Endowment Gift and Bequest" is a combination of a current gift made to support our endowment and a charitable gift made in your will or trust. It is an easy way to support our work today and continue your commitment to Utah Valley University through a legacy gift.
Benefits:
- Receive a charitable income tax deduction for your endowment gift this year
- See firsthand how your gift makes a difference
- Continue your commitment to our work by leaving a bequest or beneficiary gift to endow your giving
How it works:
- Your gift to Utah Valley University's endowment can make a lasting difference, today and for generations to come. Whether you choose to support an existing endowed fund or create one that reflects an area close to your heart, your generosity helps ensure long-term support for students and programs. You can make a gift now and then leave a legacy by including UVU in your estate plans through a bequest or beneficiary designation. With the help of your attorney, it's easy to include language in your will or trust that ensures your legacy lives on at UVU. To learn more about listing UVU as a beneficiary /how-to-give/beneficiary-designation-gift.html">Beneficiary Designation Gift page.
3. IRA Rollover Gift and Bequest
You can make a lasting difference at Utah Valley University by blending your giving, starting with IRA rollover gifts today and continuing with a bequest for the future. This thoughtful approach allows you to support students and programs now, while ensuring your legacy lives on for generations. It's a simple and powerful way to fulfill your philanthropic goals and extend your impact far beyond your lifetime.
Benefits:
- If you're age 70½ or older, you can give up to $111,000 directly from your IRA to support UVU, without paying income tax on the gift.
- Your gift is tax-free. No income tax is owed on the amount transferred from your IRA to UVU
- If you're age 73 or older, your IRA charitable rollover gift can count toward your required minimum distribution, helping you meet IRS rules while supporting UVU.
How it works:
- You can begin making a difference at Utah Valley University today by giving through annual IRA rollover gifts. These tax-wise contributions support students and programs right now, and you can continue them year after year. To extend your impact even further, consider adding a charitable bequest as part of your estate plan. Together, your lifetime gifts and future legacy create lasting support for the areas on campus that matter most to you. Interested in using your IRA to make a meaningful gift? Visit our IRA Charitable Rollover page to learn how you can benefit from this simple, tax-smart giving option while supporting Utah Valley University students and programs.
4. Gift and Gift Annuity
A charitable gift annuity is a wonderful way to support Utah Valley University and receive reliable income for life. By making a gift today, you help students and programs thrive, while enjoying fixed payments and potential tax benefits. It's a meaningful way to achieve your financial and philanthropic goals, all while creating a lasting legacy.
Benefits:
- Enjoy a charitable tax deduction for a portion of your gift, helping you save on taxes while supporting UVU.
- Receive fixed, dependable payments for life, for you or a loved one, while making a meaningful impact.
- If funded with cash, a significant portion of your payments may be tax-free, adding to the financial advantages of your gift
How it works:
- Looking for a way to support Utah Valley University while receiving reliable income for life? Find out more on our Gift Annuity page.
More on blended gifts
Are you thinking about making a significant gift this year, or planning for a future bequest? Blended gifts offer a powerful way to support Utah Valley University by combining current giving with future commitments. Whether you give through a campaign now or include UVU in your estate plans, blended gifts help you achieve your financial, tax, and philanthropic goals while making a lasting impact on students and programs. Blended gift strategies allow your generosity to go further, creating meaningful impact today and helping build a brighter future for UVU students for years to come.
Contact us
If you have any questions about blended gifts, please contact us. We would be happy to assist you and answer your questions.
