Giving to DBU

Your Objective:

Make a quick, immediate, and simple gift

Your Action:

Write a check, use credit card, or go to dbu.edu/give to make a cash donation

Use your company's matching gift program to increase your gift

Your Advantages:

Immediate charitable income tax deduction

Reduce size of your estate

Your Objective:

Make a quick, immediate, and relatively simple gift

Eliminate tax on capital gain

Your Action:

If you own securities in a brokerage account, these shares can easily be electronically transferred to DBU. Complete and return DBU’s Securities Transfer Form.

Your Advantages:

Immediate charitable income tax deduction

Eliminate tax on capital gain

Your Objective:

Make an outright gift of real estate that is no longer needed OR

Transfer title to your personal residence now and continue to live there for life

Your Action:

Convey your real estate (including all or a portion of mineral interests) to DBU

Your Advantages:

Immediate charitable income tax deduction

Eliminate tax on capital gain

Your Objective:

If you are 70 1/2 or older, make a gift directly from your IRA up to $100,000 per year and satisfy your required minimum distribution for the year

Your Action:

Direct your IRA custodian to make a distribution directly to DBU

Your Advantages:

Reduce your taxable income, even if you do not itemize deductions

Your Objective:

Make a gift upon your death of assets in your retirement account

Your Action:

Name DBU as beneficiary of your retirement plan assets

Your Advantages:

Gift your most highly taxed assets

Your Objective:

Make a large gift with little out-of-pocket cost

Your Action:

Name DBU as owner or beneficiary of your life insurance policy

Your Advantages:

If you name DBU as owner, you can receive a charitable deduction for your premium payments

If you designate DBU as the beneficiary, you will continue to own and can make use of the policy during your lifetime

Your Objective:

Make a gift of your bank account, CD, or investment account upon your death

Your Action:

Name DBU as payable/transfer on death beneficiary

Your Advantages:

Lifetime control of your account

Your Objective:

Make a gift of assets upon your death

Your Action:

Name DBU as beneficiary of your will or trust

Your Advantages:

Lifetime control of assets

Gift is exempt from Federal estate tax

Head to the Legacy Society page to learn more.

Your Objective:

Make a charitable gift and save on taxes in the year of the gift

Your Action:

Create a trust that pays you or others fixed or variable income annually with the remainder upon trust termination benefitting DBU

Your Advantages:

Immediate charitable income tax deduction

Eliminate tax on capital gain

The income payment can be fixed of can potentially grow

Your Objective:

Make a charitable gift and reduce gift and estate taxes on assets you pass to heirs

Your Action:

Create a trust that pays fixed or variable income to DBU for a fixed term with the trust assets passing to your heirs upon trust termination

Your Advantages:

Reduce the size of your estate

Reduce or eliminate estate and gift taxes

One of the easiest ways to give back to DBU as a university employee is through payroll deductions. If you would like to set up automated deductions from your paycheck to DBU, please complete this form.