Planned Giving Home

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 >>.

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.

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 >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

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 University Relations and Student Affairs

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 yeiser@uamont.edu.

If you are a professional advisor, you may take the following steps on this site.