Bequests allow you to achieve your financial goals, maintain control of your assets, and benefit PSU.

While you may transfer many of your assets through your will or living trust, a beneficiary designation document controls distribution of your retirement plans, life insurance policies, commercial annuities, and a variety of financial accounts.

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit PSU.

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Plymouth State University.

Donate your home, farm or a second home to PSU and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes. If you cannot use your entire deduction in the year of your gift, you may carry forward all the unused amount for up to five additional years if you are able to itemize in each of those years.

Receive immediate cash and make a gift to PSU by selling a valuable asset, such as real estate, to the University for less than it is worth.

Certain types of gifts can minimize estate and capital gains taxes, and provide sizable income tax charitable deductions. Learn about the different gifts and how they can benefit you and Plymouth State University.