Office of Gift Planning

Have you exercised today?

When I tell friends that I gave a house to the University of Chicago, they often say, “I wish I could afford to do that!” You, too, may have had the same reaction if you read my profile in a prior gift planning newsletter. With the use of a planned gift, I discovered that I could make a much larger planned gift to endow a scholarship fund that would also provide me with an immediate tax benefit and income for life.

I invite you to complete the Gift Planning Exercise to evaluate whether you might also benefit from a planned gift. This exercise will be instructive for anyone, not just for those who own an extra residence as I did. Consider it a bit of self-analysis that only you will see and that you can use to inform your own financial and philanthropic decision-making. Dr. Jeremy Sarchet

Thank you for your time and consideration. Have fun with the exercise!

Sincerely,

Jeremy A. Sarchet
AA’47, AM’49, PhD‘51

This website is intended to provide general information that we hope will be helpful to you in your tax, estate, and charitable planning. It is not intended as legal advice and should not be relied upon as legal advice. Figures, calculations, and tax information are based on federal tax laws, regulations, rulings, and rates applicable at the time such information was prepared. Individual state laws may have an impact on the availability of gift annuities. For advice or assistance with your particular situation, you should consult an attorney or other professional advisor.