Welcome to the University of Arkansas at Monticello Planned Giving
Thank you for your interest in the University of Arkansas at Monticello and for taking the time to explore the benefits of gift planning. We hope to serve you and your family with helpful information.
A Win-Win Situation
Kim and Joyce wanted to make a gift to UAM, but they also wanted income for life. Instead of selling highly appreciated stock, which would have incurred a large tax, they established a special trust called a charitable remainder unitrust (CRUT). The stock was transferred to the trust and then sold tax-free. More on A Win-Win Situation >>.
Personal Planner
Trusts for Creative Spenders Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name – they are called "spendthrift" trusts. More ...
Benefits for Family and the University of Arkansas at Monticello
The following stories are intended for illustration purposes. The people featured may or may not be actual University of Arkansas at Monticello donors. Nevertheless, they are typical of the types of donors who have chosen to take advantage of the benefits provided by planned giving at UAM. There are several types of plans which have wonderful benefits for the gift donors such as increased income and generous tax savings. Just click on the picture to view each story.
Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
The Retirement Unitrust Mary grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Dr. Clay Brown
Vice Chancellor for Advancement/University Relations
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact browncl@uamont.edu.
If you are a professional advisor, you may take the following steps on this site.
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name – they are called "spendthrift" trusts. 
