Gift Planning

Why we give

Stories from our Brice Society members

James and Hazel Block TeufelInspired by Former Coach, Teufels Give Back to University

On the last day of football practice his sophomore year at Miami University, James Teufel '72, M.Ed. '76 suffered a knee injury that required surgery and put his college education at risk. James was not on scholarship at the time and money was tight. It was unlikely he would be able to return to Miami and resume his studies. Read More

Lois TheisEducation, outdoors, Miami were passions for Lois Theis ’52

Devotion and commitment were the defining values by which Lois Theis ’52 lived her life. Everyone who crossed paths with her—from her students to her friends to her beloved Miami University—benefited from her passions. Read More

Giving new meaning to old Miami, new MiamiGiving new meaning to “Old Miami, New Miami”

The Shuffelton family’s history is so intertwined with that of Miami University, you could say Miami runs in their blood. Read More

Groundbreaking GiftBill Lammers '70: A groundbreaking gift

By all accounts, Bill Lammers '70 was the all-American success story—a strong student, natural leader, model Naval officer, successful professional and an ideal family man. Read More

KahsKahs recognize important role of athletics through scholarship

No matter where life carried Dr. Ralph Kah ’55, he could never quite evade his passion for intercollegiate athletics or the long reach of Miami University’s Cradle of Coaches. Read More

KargKarg scholarship reflects his confidence in the Miami Experience

When life threw David Karg ’65 a career curveball, he trusted in the lessons and experiences of his Miami University education and came back swinging.  Read More

A charitable bequest is one or two sentences in your will or living trust that leave to Miami University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Miami University, a nonprofit corporation currently located at Oxford, OH, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Miami or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Miami as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Miami as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Miami where you agree to make a gift to Miami and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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eBrochure Request Form

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