Gifts that Provide Income

Do you wish to make a substantial gift to the Dugoni School, but feel you cannot afford to give up the annual income produced by your assets? Our life-income gift program offers several ways to help you make such a gift, while retaining an income for your lifetime.

The benefits to you, the donor, vary, but all these arrangements have the following attractive features:

• Income for life paid to you and/or another beneficiary, such as your spouse or another family member;
• Increased income if a gift is made to a life income plan that produces a higher yield than the donated asset;
• An immediate federal income tax deduction for a portion of the value of the gift; and
• Elimination of capital gains tax at the time of transfer if the asset is in the form of securities or real estate that has appreciated in value.

Our planned giving officers are happy to tell you about the options available when planning a life-income gift. Please contact the Office of Development at 415.929.6431.