Planned Giving
Charitable Lead Annuity Trust Calculator
You can greatly reduce or even eliminate gift and estate tax on trust assets passing to family…if some trust income goes to Indian River State College Foundation for a few years.
A charitable lead annuity trust is a perfect instrument to make a generous gift to Indian River State College Foundation while reducing or eliminating estate and gift taxes. Indian River State College Foundation will receive a fixed contribution each year. If you are interested in making a contribution that varies with investment performance, calculate your benefits with our Charitable Lead Unitrust Calculator.
Create a Lasting Legacy
Philanthropic planning is a powerful mechanism for meeting personal estate planning objectives while making a meaningful impact on the College’s initiatives and mission. At Indian River State College, we welcome the opportunity to work with estate planners to ensure that your clients find the charitable arrangements that best meet their needs.
Estate-planning options can achieve significant tax benefits while furthering a client’s philanthropic goals:
- Gifts through a will or trust
- Charitable trusts and gift annuities
- Donation of stocks and mutual funds
If your client has already included or intends to include Indian River State College in their will or estate plan, or if you would like someone from IRSC Institutional Advancement to contact you to discuss how to support IRSC as part of their estate planning strategy, please contact us.
