Skip to Content

Planned Giving

Ensuring Success for Future Generations at the University of New Orleans

Leave a legacy by making a gift for the future that costs you nothing today.


Including the University of New Orleans (UNO) in your estate plans through your will, trust, charitable gift annuity, life insurance policy or other means is a great way to become a vitally important partner in the future of higher education at UNO. A simple provision in your estate plan could provide important benefits to your estate and ensure that the University of New Orleans will be able to continue its mission of providing a quality, affordable education for generations to come.


By making a planned gift, you can establish a tradition of giving that will continue to provide benefits long after you're gone.


There are varying tax and estate benefits that can be realized by making a planned gift including a charitable tax deduction and avoidance, in some instances, of the estate and capital gains tax. Additionally, some gifts can provide income to you and your spouse for a term of 20 years or lifetime.

I want to plan a gift based on my…

Giving Amount
Age
Assets

Retirement Plan Assets

Most popular ways to give this asset:

Life Insurance

Most popular ways to give this asset:

Not sure how to get started?

Answer a few simple questions and we'll point you down the right path.

Gifts of support for the University of New Orleans are made to the University of New Orleans Foundation (UNOF). UNOF was established in 1984 and organized as a non-profit organization under Section 501(c)(3) of the Internal Revenue Code and is tax exempt. UNOF's mission is to serve the University of New Orleans by raising private sector funds for the endowment of the University. UNOF operates under both an Affiliation Agreement and a Funds Management Agreement with the University.

A charitable bequest is one or two sentences in your will or living trust that leave to the University of New Orleans 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, [name], of [city, state, ZIP], give, devise and bequeath to the University of New Orleans [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 payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor-advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much money (and how often) you want to distribute money from that fund to the University of New Orleans Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the University of New Orleans Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the University of New Orleans Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the University of New Orleans Foundation where you agree to make a gift to the University of New Orleans Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.