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PLANNED GIVING

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Federal Estate Tax Repealed for 2010. Read More.

Discover the Benefits of Giving Wisely

Bequests

Make a gift that costs nothing during your lifetime.
Learn More »

Have you ever wished you could support Sacred Heart University and improve your financial security at the same time?

Well you can. At SHU, we call it Creative Giving.

In fact, just one “creative gift” can return an immediate tax deduction to you, plus lifetime income for you and a loved one, plus long-term financial support to SHU.

That's right… you benefit, your loved ones benefit, and SHU benefits. If that isn't creativity, we'd like to know what is.

How is this possible? By taking advantage of incentives the IRS provides, we can craft a gift that delivers exactly the benefits to us, and to you, that you have been looking for.

Financial advisors call these creative techniques “planned gifts,” because with thoughtful planning, you can turn personal giving challenges into win-win solutions for you and for us.

So whether you want to make a gift that costs you nothing during your lifetime, or a gift that gives you guaranteed income for life, this website is where you’ll find out how to make it happen.

Where to Begin?

First, keep reminding yourself that you don’t have to be wealthy to make a significant gift to SHU.

Second, begin browsing through Gifts Anyone Can Afford. You will be pleased at the opportunities that abound.



The material presented on this website is not offered as legal or tax advice.
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