Planned Giving
A planned gift can be one of the easiest, most fulfilling ways to support the E. J. Ourso
College of Business. Several options exist that could help you give more than you thought possible while still achieving your personal financial goals and receiving considerable tax benefits.
Planned gifts are made to the LSU Foundation for the benefit of the E. J. Ourso College. This opportunity allows you to restrict your gift to an area of your interest whether it be student support, faculty support, undesignated support for the college, or a special program.
Some options available for using a planned gift include:
Leave a gift specified to the “LSU Foundation” for the benefit of the E. J. Ourso College in your will.
Retirement Plan Assets
Simply name the “LSU Foundation” for the benefit of the E. J. Ourso College as beneficiary of part or all of your IRA or retirement plan.
Appreciated Property
Donate securities or real estate that you have owned for more than a year and avoid capital gains tax on appreciation. Call us to find out how.
Life Income Plan
Establish a plan that makes lifetime payments to you, your spouse, or anyone you name. The remainder will pass to the LSU Foundation for the benefit of the E. J. Ourso College.
Charitable Remainder Trust
Provide a retirement plan that offers maximum income and makes a deferred charitable gift to the LSU Foundation for the benefit of the E. J. Ourso College.
Charitable Lead Trust
Establish a charitable lead trust to make payments to the LSU Foundation on behalf of the E. J. Ourso College for a set period of time. The remainder will then pass to your children or grandchildren.
Life Insurance Policy
Simply name the LSU Foundation as beneficiary of your life insurance policy. This could result in estate tax savings. We can help you write the documents to explain the purpose of your gift.
Planned Giving Resources
1860 Society
The
1860 Society recognizes alumni and friends whose gifts, when realized, will endow scholarships, programs, professorships, faculty chairs and excellence funds, and will enrich LSU with many resources in the future.
Becoming a member of the
1860 Society is simple. Membership is awarded to anyone who submits documentation through a
Letter of Intent or a copy of the portion of one's will that names the LSU Foundation as a beneficiary of his or her estate gift.
Create a Planned Gift Today
If you are interested in investing in the E. J. Ourso College through a planned gift, please contact: