Gift Planning


Helping You Make the Most of Your Generosity

Photo of Drs. Ken and Mary Klaaren Andersen

“Over the years, we have always appreciated the low-key approach of university fundraising. The gift planning staff has always provided straightforward and unbiased information to help us make the best decision given our circumstances. The staff is very knowledgeable and easy to work with. We strongly encourage anyone considering an estate gift, or any sort of gift involving financial considerations, to contact them for assistance. You will be glad you did, just as we are.”
—Drs. Kenneth and Mary Klaaren Andersen

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The Gift Planning section of the University of Illinois Foundation’s Web site is designed to help you evaluate your options with regard to how and what you donate. Evaluating the benefits from various methods of making a gift, such as bequests and charitable trusts—in the context of achieving your personal, family, and charitable goals—will help you determine how best to accomplish your gift intent.

Whether your assets are limited to bank deposits and a few stocks—or span the range of CDs and mutual funds to real estate and closely held stock—evaluating what to donate will help ensure that you are benefiting to the full extent possible from incentives in the U.S. tax code designed to encourage charitable giving. The result of choosing the "right asset" to give can dramatically increase the "cost effectiveness" of your gift, which is extremely gratifying for most donors.

Many individuals and families have a common misconception that the gift-planning process is complicated and costly. In addition to making the information on this Web site available, we have streamlined the entire process to make it both simple and cost-effective. Our extensive experience and resources allow us to assist donors from the outset of their gift considerations through execution of a well-thought-out plan designed to achieve their personal and charitable priorities.

To that end, we provide the following confidential services at no cost or obligation:

  • Analysis of income-tax deductions from various gift plans
  • Analysis of income received from various gift plans
  • Analysis of estate-tax implications of various gift plans
  • Comprehensive trustee services with respect to charitable trusts, including:
    • Investment management
    • Trust accounting and statements
    • Payment processing with direct-deposit capabilities
    • Annual filing of trust-tax forms
    • Annual tax packet with reportable income- and tax-deduction information
    • Post-gift income-tax consultations
    • Distribution of designated assets to other charitable organizations as instructed by the donor
  • Comprehensive estate planning to address family needs beyond the life of a donor
  • Specimen IRS qualified charitable trust documents
  • Proper language to ensure an estate gift will be used according to a donor's wishes
  • Nationwide attorney and CPA referrals

For further information about these services, contact our office.



NOTE: Tax and other financial information provided herein is not intended as tax or legal advice to any individual or other entity. We would be pleased to discuss, in confidence and without obligation, ways in which you may support the University of Illinois and the potential financial outcomes of such support. We also suggest you consult your own tax and legal advisors regarding the applicability to your particular situation of the tax and legal concepts presented herein.


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