The strength of our institution – its historic impact and its ongoing role in shaping and serving our region and country – is a direct result of the broad financial support it has received from generations of alumni and friends. We value and honor every donation, but among the most important, and most humbling, are the bequests granted our school through planned giving.
Planned giving is a broad term that covers a range of giving options that allow individuals to transfer a portion of their estate, during their lifetime or after death, usually encouraged by tax incentives.
There are many options for giving, and many variations of each. The most common categories include:
- Qualified Charitable Distributions (QCD) from an IRA
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Chartable Lead Trusts
But there are other options as well, including options that can be structured to provide income during your lifetime and to your family ongoing.
While CBA cannot provide legal, financial or tax advice (for that you should contact your financial or legal advisor), we can work with you and your advisors to create a giving plan that honors your generosity.