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  • Popular Gifts
      • Wills and Living Trusts
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  • Income Gifts
      • Charitable Gift Annuities
      • Charitable Remainder Trusts
  • Smart Ways to Give
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      • Real Estate
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      • Donor Advised Funds
      • Charitable Lead Trusts
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Start Planning Your Legacy
Start Planning Your Legacy
Start Planning Your Legacy

Choose the Perfect Gift

Take a look at the different options that you think may work best.

Giving Amount
  • Under $25,000
  • $25,000 to $99,999
  • $100,000 to $999,999
  • $1 million or more

Under $25,000

The most popular options for a gift in this range:

  • Outright Gift of Cash
  • Outright Gift of Appreciated Securities
  • Donor Advised Fund
  • Gift in Your Will or Living Trust
  • Charitable Gift Annuity
  • Beneficiary Designations

$25,000 to $99,999

The most popular options for a gift in this range:

  • Outright Gift of Cash
  • Outright Gift of Appreciated Securities
  • Donor Advised Fund
  • Gift in Your Will or Living Trust
  • Charitable Gift Annuity
  • Beneficiary Designations

$100,000 to $999,999

The most popular options for a gift in this range:

  • Outright Gift of Appreciated Securities
  • Gift in Your Will or Living Trust
  • Beneficiary Designations
  • Charitable Gift Annuity
  • Outright Gift of Life Insurance
  • Charitable Remainder Trust
  • Charitable Lead Trust

$1 million or more

The most popular options for a gift in this range:

  • Outright Gift of Appreciated Securities
  • Gift in Your Will or Living Trust
  • Beneficiary Designations
  • Charitable Remainder Trust
  • Charitable Lead Trust
Age
  • Under 40
  • 40-54
  • 55-69
  • 70+

Under 40

The best gift options for you:

  • Outright Gift of Cash
  • Outright Gift of Appreciated Securities
  • Donor Advised Fund
  • Gift in Your Will or Living Trust
  • Beneficiary Designations

40-54

The best gift options for you:

  • Outright Gift of Cash
  • Outright Gift of Appreciated Securities
  • Donor Advised Fund
  • Gift in Your Will or Living Trust
  • Beneficiary Designations

55-69

The best gift options for you:

  • Outright Gift of Appreciated Securities
  • Gift in Your Will or Living Trust
  • Charitable Gift Annuity
  • Beneficiary Designations
  • Outright Gift of Real Estate
  • Charitable Remainder Trust
  • Charitable Lead Trust

70+

The best gift options for you:

  • Outright Gift of Appreciated Securities
  • Gift in Your Will or Living Trust
  • Charitable Gift Annuity
  • Beneficiary Designations
  • Make a Gift Tax-Free With An IRA
  • Outright Gift of Life Insurance
  • Outright Gift of Real Estate
  • Charitable Remainder Trust
  • Charitable Lead Trust
Assets
  • Cash
  • Appreciated Securities
  • Retirement Plan Assets
  • Life Insurance
  • Real Estate
  • Tangible Personal Property

Cash

Most popular ways to give this asset:

  • Outright Gift of Cash
  • Gift in Your Will or Living Trust
  • Charitable Gift Annuity
  • Donor Advised Fund
  • Charitable Remainder Trust
  • Charitable Lead Trust

Appreciated Securities

Most popular ways to give this asset:

  • Outright Gift of Appreciated Securities
  • Gift in Your Will or Living Trust
  • Charitable Gift Annuity
  • Donor Advised Fund
  • Charitable Remainder Trust
  • Charitable Lead Trust

Retirement Plan Assets

Most popular ways to give this asset:

  • Beneficiary Designations
  • Make a Gift Tax-Free With An IRA
  • Charitable Remainder Trust
  • Donor Advised Fund

Life Insurance

Most popular ways to give this asset:

  • Outright Gift of Life Insurance
  • Beneficiary Designations

Real Estate

Most popular ways to give this asset:

  • Outright Gift of Real Estate
  • Gift in Your Will or Living Trust
  • Charitable Gift Annuity
  • Charitable Remainder Trust
  • Charitable Lead Trust

Tangible Personal Property

Most popular ways to give this asset:

  • Outright Gift or Bargain Sale
  • Gift in Your Will or Living Trust
  • Charitable Gift Annuity
  • Charitable Remainder Trust
Personal Estate Planning Kit

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Saint Catherine of Siena Circle

The Saint Catherine of Siena Circle

The Saint Catherine of Siena Circle is an esteemed group of alumni and friends who have chosen to provide a lasting legacy to Caldwell University by including the University in their estate or long-term financial plans. Members of the Saint Catherine of Siena Circle, through their generosity, have made some of the most transformational gifts in the University’s history. Commitments of this kind help ensure that Caldwell University will continue to fulfill its mission for years to come.

What's New?

  • New Retirement Laws
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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. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy

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