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Pensacola, FL 32514 615-473-5204 rzimmern@uwf.edu A gift for you and your future: create your will (for free!) Create My Will Welcome! What's New? Highest Rates in 16 Years: The Amazing Benefits of the Charitable Gift Annuity View All Articles If you would like to extend your support of the University of West Florida to make a lasting impact, there are several gift arrangements to choose from. Whether you would like to put your donation to work today or benefit us after your lifetime, you can find a charitable plan that lets you provide for your family and support UWF. It's no secret that the programs of the University of West Florida depend on your goodwill. We've created this easy-to-understand website to help you plan, for your future and ours. There are many easy giving options from which you can choose-strategies that enhance your personal well being, as well as the University of West Florida. Begin My Giving Journey I want to plan a gift based on my... Giving Amount Under $25,000 $25,000 to $99,999 $100,000 to $999,999 $1 million or more Age Under 40 40-54 55-69 70+ Assets Cash Appreciated Securities Retirement Plan Assets Life Insurance Real Estate Tangible Personal Property 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 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 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 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 will or living trust Beneficiary designations Charitable remainder trust Charitable lead trust Under 40 The best gift options for you: Outright gift of cash Outright gift of appreciated securities Donor advised fund Gift in 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 will or living trust Beneficiary designations 55-69 The best gift options for you: Outright gift of appreciated securities Gift in 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 will or living trust Charitable gift annuity Beneficiary designations Outright gift of life insurance Make a Tax-Free Gift With An IRA Outright gift of real estate Charitable remainder trust Charitable lead trust Cash Most popular ways to give this asset: Outright gift of cash Gift in 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 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 Charitable remainder trust Make a Tax-Free Gift With An IRA 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 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 will or living trust Charitable gift annuity Charitable remainder trust Not sure how to get started? Answer a few simple questions and we'll point you down the right path. Or download our complimentary personal estate planning kit to walk you through essential lessons on creating an effective estate plan. × Modal header Close 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. University of West Florida 11000 University Pkwy, Pensacola, FL 32514 850-474-2000 © The University of West Florida, . All Rights Reserved. Give to UWF LegalConsumer Info Text Only RegulationsPolicies MapsDirections Feedback Facebook Twitter Instagram You Tube Feedback × Feedback A charitable bequest is one or two sentences in your will or living trust that leave to the University of West Florida a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate. an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan "I give to the University of West Florida, a nonprofit corporation currently located at 11000 University Parkway, Pensacola, FL 32514, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose." able to be changed or cancelled A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes. cannot be changed or cancelled tax on gifts generally paid by the person making the gift rather than the recipient the original value of an asset, such as stock, before its appreciation or depreciation the growth in value of an asset like stock or real estate since the original purchase the price a willing buyer and willing seller can agree on The person receiving the gift annuity...