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Our web site is designed to introduce alumni,
friends, faculty, and staff to planned giving - one
of the most powerful philanthropic tools available
to the University's benefactors.
What is Estate and Gift Planning? Estate and Gift
Planning helps you maximize the personal benefits of
your charitable giving, and allows you to make gifts
you might have thought impossible. How? Through
advantageous tax treatment under both state and
federal law. Estate and Gift Planning is a way to
make a gift and also enjoy the benefits of these
laws.
With careful planning, it is possible to reduce
or eliminate income taxes (including capital gain)
and transfer taxes (including gift, estate,
inheritance and generation-skipping). You can enjoy
these tax savings while turning appreciated assets
into an income for yourself or others. Estate and
Gift Planning is a tool that helps you achieve your
goals for the University of Miami and enhances your
financial plans and security. |