Planned and Estate Gifts

You can leave a lasting legacy for the University of Memphis through a will, living trust or retirement plan. The process is very simple and your gift benefits the University and the Athletics department for generations to come.

Planned gifts can be used to establish a fund or provide funding for bricks and mortar. Best usage is unrestricted, which goes to meet the highest priority. These gifts offer many advantages (including tax and estate benefits) and are unique to each donor. These gifts range from life insurance, annuities (income producing), real estate, trusts, wills or bequests, IRAs, and others. The university has a license planned giving associate here to help assist you with documenting your gift or planning your estate when including the University of Memphis.

Gift Plans That Create Opportunities for the Future

Charitable Bequests Through a Will or Trust

IRAs and Other Qualified Plans

Life Insurance

Retained Life Estate

Gifts that Create an Income for You Today and Provide for Memphis Tomorrow

A life income gift allows you to contribute assets to the Memphis Foundation while retaining an income. One of the key benefits is the reduction or bypass of capital gains, allowing the full value of the asset to generate income for you or others and eventually support your area of choice within Memphis Athletics. Life income gifts can be structured to fit a variety of needs, including a choice of a fixed income or a market-sensitive income. The two main types of life income gifts are charitable remainder trusts and charitable gift annuities. Each has a different use and tax result.

Charitable Remainder Trust

Charitable Remainder Annuity Trusts

Charitable Remainder Unitrusts

Charitable Gift Annuity

For more information on Planned and Estate Gifts or other Major Gift Opportunites please contact Tyler Mariucci, Assistant Athletics Director for Development
901-678-1720 or t.mariucci