Deferred Gifts are those gifts which mature after a donor's lifetime, such as provisions in wills, life insurance policies, trusts, annuities, life estates and retirement plans.

Gifts given through wills are known as bequests. Bequests may be specific, residual, contingent or testamentary. Substantial estate and income tax benefits may result from bequests to The University of Findlay.

The University may benefit from a life insurance gift as the owner of a new or existing policy or as the beneficiary. There may be better tax advantages for a donor when the University becomes the owner of the policy.

Trusts and Annuities have advantages for the donor and for the University by providing current income for the donor, a spouse and/or the donor's beneficiaries, and for the University.

Life estate gifts of real estate provide advantages to donors during lifetime while continuing to live in their own home.

As retirement plans become a larger percentage of a donor's total wealth, these assests provide unique advantages when gifted to The University of Findlay.