Planned Giving
Fulfill your personal, financial, and estate planning goals while ensuring a successful future for Lincoln College. A planned gift enables you to assist Lincoln College in its educational mission while also reducing your burden of income, capital gains, or estate taxes. Work with us to select the best methods and assets for making a gift, such as cash, stocks, bonds, real estate, trusts, and bequests.

Types of Planned Gifts

Bequests – Name Lincoln College as a recipient of a specific bequest in your will or trust agreement.

Life Income Gifts – Establish a charitable gift annuity or a charitable remainder trust which can result in both tax and financial benefits.

Charitable Lead Trusts – Contribute an agreed payment to Lincoln College for a specific length of time. After that period, the assets are either returned to the person who created the lead trust or passed on to heirs.

Outright Gifts –Transfer assets other than cash and publicly traded securities. Depending upon the length of time the asset was held and whether it is related to the charitable purposes of the College, these gifts can have different tax benefits.

Retirement Plans – Support Lincoln College through an Individual Retirement Accounts (IRAs), tax-sheltered annuities, 401(k), 403(b), and other qualified pension and profit-sharing plans.

Life Insurance – Donate a life insurance policy or name Lincoln College as a beneficiary of an existing life insurance policy. The proceeds usually pass to the College outside of probate and free of all taxes.

For more information about planned giving strategies, contact the Advancement Office.