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Planned Giving at Oxford University
Welcome to the planned giving Web site of Oxford University.
Planned gifts can benefit Oxford University while helping
you to save taxes, increase your income and pass more on to your heirs.
Did you know that...
- You can receive income for life in
exchange for a gift?
- Giving appreciated property, like
stocks or real estate, costs less than giving the equivalent amount
in cash?
- Some assets can benefit you more
if you give them away?
- Some gifts cost nothing now, but
leave a legacy later?
- Some gifts allow you to pass more
on to your heirs and save taxes?
If you are just beginning to explore your options,
try our easy-to-use, interactive Plan-a-Gift ® feature.
With a few clicks you can choose the best gift plans for your individual
needs and learn more about their benefits.
If you already know what gift plan you would like
to explore, just highlight
"Gift Plans" on the menu. If you want to receive a detailed
illustration of the tax, income, and other benefits of a particular gift
plan, just click the “Next” button at the bottom of the
gift description or go to "Personal Illustration" on the
menu.
If you would like to receive personalized assistance
with your planning, just click on Personal
Illustration and submit the confidential form. We’ll send
you a detailed illustration that is tailored to your individual needs,
with several options for you and your advisors to consider.
To help you plan your year-end gift and tax strategy, please see the attached 2011 US Taxpayer’s Home Companion. This handy reference guide contains key information about the personal exemption, the standard deductions and other important figures, as well as a helpful tax preparation checklist. Plus, there are useful tips about popular ways that people give to charity and the positive tax implications.
There are many other helpful resources on this site. Please feel free to visit whenever you need information about planned giving, and feel free
to contact us at any time!
We are here to help.
David D. Stiles
Director of Planned Giving
Americans for Oxford, Inc
OUDO North American Office
500 Fifth Avenue, 32nd floor
New York, NY 10110
212 377 4900 | Fax: 212 889 4052
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