GIFTS OF SECURITIES
Appreciated stocks, bonds, closely-held stock in family businesses, or other property may be given to Thiel College. The value of a gift of stock is determined by the average market value of the stock on the date the gift is made. To identify the best procedure for making such a gift, contact both your broker and our College Advancement office. Additional information and a stock/bond donation form are available.

GIFTS OF PERSONAL PROPERTY
You may contribute jewelry, works of art, rare books, manuscripts, antiques, and similar property to Thiel College. A letter of transmittal, which specifies any requirements regarding use of the gift, should accompany gifts of property. Should you choose this kind of support for Thiel, you will need to secure an independent appraisal of the value of your gift for tax purposes.

BEQUESTS
The bequest is the most common form of planned giving. With a bequest, you may make provisions for Thiel in your will, designating either a dollar amount or a percentage of your estate to the College. Whatever the amount, bequests to Thiel are entirely free from federal estate tax and the estate and inheritance taxes of most states. Bequests should be prepared and executed with your attorney's assistance.

GIFTS OF REAL ESTATE
Real estate may provide a convenient way to support Thiel. You may contribute real estate as an outright or deferred gift. For example, with a life estate agreement, a donor can make a gift of a home or farm while retaining life tenancy. Gifts of real estate should include a letter of transmittal with instruction for use of the gift.

GIFTS OF LIFE INSURANCE
You may assign Thiel as a beneficiary, co-beneficiary, or a secondary, remainder, or residual beneficiary of your life insurance policy. Annual dividends also may be assigned to Thiel. When Thiel is named as owner of a policy and/or the irrevocable beneficiary, the cash value of the policy may be deducted on your income tax return. The premiums paid thereafter also are income tax deductible.

CHARITABLE LEAD TRUST
Also known as a charitable income trust. It is the converse of a charitable remainder trust. Whereas a remainder trust pays the income to noncharitable beneficiaries and then distributes the remainder to charity, a lead trust pays the income to charity and distributes the remainder to noncharitable beneficiaries.

GIFTS OF CASH
Cash contributions may be made in one transaction, in several payments, or on an annual basis.

POOLED INCOME FUND
Many donors prefer Thiel's pooled income fund to other forms of deferred giving because of its simplicity and because they see it as a hedge against inflation. Under the guidelines of the fund, money is irrevocably transferred to the fund, where it is invested together with similar gifts from others. Each beneficiary receives his or her share of the pooled income fund's deductible income each year. This form of giving provides an immediate charitable deduction, offers income for life and eliminates estate taxes on the amount contributed.

CHARITABLE REMAINDER ANNUITY TRUST
The charitable remainder annuity trust shares many features with the unitrust, the principal difference being the manner of calculating the payment to the income beneficiary. If you wish to guarantee a fixed dollar income each year, the annuity trust offers you that option. This amount must equal a sum of not less than five percent of the initial fair market value of the gift in trust. In most cases, you will wish to receive the income for your lifetime. You also may wish to provide for your spouse or another beneficiary. Eventually, the principal of the trust goes to Thiel. You may specify the purpose to which your gift will be directed. No additional contributions may be made to an annuity trust, but you may establish more than one.

CHARITABLE REMAINDER UNITRUST
The charitable remainder unitrust is a gift that pays you income for life and can also provide income for a successor beneficiary for life. It provides an immediate tax deduction, freedom from estate taxes. A charitable remainder unitrust provides for a fixed percentage of return of not less than five percent of the value of the trust's assets valued annually. Because of that annual valuation, the payout to the donor will rise and fall with the economy. The rate of return is agreed upon at the time you establish the unitrust, however, the higher the rate of return the smaller the charitable deduction. You may make additional contributions at anytime. When the beneficial interest in the unitrust ends, the principal goes to Thiel to accomplish the educational goals you specify at the time of your gift.

CHARITABLE GIFT ANNUITY

The Charitable Gift Annuity is a simple contract between you, the donor(s) and the College.  Your tax deductible gift will be used to fund an annuity that will guarantee you lifetime income.  This can be funded with either cash or securities.