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You can earn income in retirement while also leaving a legacy at the University of Wyoming Tools such as charitable remainder trusts and charitable gift annuities can provide immediate tax deductions, potential capital gains tax savings, and reliable income streams for life, often at rates higher than traditional fixed-income investments. By combining charitable giving with retirement income planning, you can support causes you care about while enhancing your financial security and potentially leaving a larger legacy for both charity and your heirs.
How you might earn income in retirement while leaving a legacy to UW through your estate can be daunting. Contact your financial advisor to better understand these tools. But know that we're also here to help. Don't hesitate to contact us with questions and concerns.
You can gift cash, securities, real estate, and more to UW in exchange for fixed annuity payments for the rest of your life.
Learn MoreAnother way in which you can make a gift and receive income during your lifetime is through a charitable remainder trust.
You can direct UW to receive income from income-producing assets, and then your heirs can reduce or eliminate estate taxes.
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