Future Gifts Publications

Future Gifts produces various gift plans for those who may be interested in making a planned gift to the University of Minnesota.

	Making a Difference (Ages 55-64) A two-page informational news update on planned giving mailed twice a year for alumni, donors, and friends age 55-64.
	Making a Difference (Ages 65 and older) A four-page newsletter on planned giving mailed three times a year for alumni, donors, and friends age 65 and older.
	A Guide to Planning Your Gift A comprehensive booklet that outlines the range of giving opportunities available to donors, including sections on estate and life income gifts, as well as outright gifts, endowment levels and donor recognition policies.
	Leaving a Legacy through Your Estate A useful reference for those wishing to include the University in their estate plan with a gift through a will or trust, or as a beneficiary of insurance or retirement plan assets – included is recommended bequest language that will help your professional advisor.
	Establishing a Charitable Gift Annuity An easy to use guide for those interested in receiving fixed lifetime payments from their gift to the U.  It includes a supplement with current gift annuity payout rates by age.
	Creating a Charitable Remainder Trust A comprehensive guide that explains how charitable remainder trusts work in easy-to-understand terms, including the difference between annuity trusts and unitrusts, with examples of how these may be used to make a gift as well as provide an income for donors or others.
	Making a Git of Stock and Other Securities A step-by-step guide to assist donors in giving stock, mutual funds and other securities to the Foundation
	A Personal and Charitable Financial Record A handy booklet that provides a central record of personal financial information that will be useful for heirs and survivors: bank accounts, an inventory of personal property, real estate, life insurance, property distribution plans and funeral instructions.

Contact Us | Future Gifts Homepage

To request a copy of any of our publications, please contact the planned giving office.