Estate/Planned Giving

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In these unique economic times, contributions from alumni are more important than ever. While you may find it difficult to give a monetary donation at this time, you can still continue to support the University of Miami School of Law through planned giving.

Planned giving can help you balance your charitable interests with your personal financial goals while also helping you realize significant tax and other benefits for you, your heirs, and your estate. Through planned giving, you can make a gift you might have otherwise thought impossible.

Why select a gift annuity?

With a gift annuity, you transfer cash or securities to Miami Law and in return you receive:

  • Fixed, guaranteed, partially tax-free income for life from the University of Miami, a reliable source
  • A charitable tax deduction
  • Potential capital gain tax savings if appreciated securities are used
  • Reduced estate taxes
  • The satisfaction that comes from giving important support to Miami Law

Here’s what the benefits from a $50,000 gift annuity look like:

Age Rate* Amount you receive annually One-time tax deduction*
       
65 4.7% $2,350.00 $17,449.00
70 5.1% $2,550.00 $20,495.50
75 5.8% $2,900.00 $22,886.00
80 6.8% $3,400.00 $25,102.50
85 7.8% $3,900.00 $28,299.50
90+ 9.0% $4,500.00 $31,472.50

 

* Joint-life rates also available. Rates and deduction calculations are effective for November 2013 and may change depending on date of gift.

Gift annuities may not be available in all states.

You can calculate the personal benefits of a gift annuity to Miami Law by visiting the University of Miami Office of Estate and Gift Planning's website.

To learn how easy it is to leave a legacy, please contact: Cynthia Beamish, Executive Director, University of Miami Planned Giving Office, cbeamish@miami.edu or 305-284-4342.

Heritage Society

We gratefully acknowledge those Alumni and Friends who have included the School of Law in their Estate Planning:

Francisco R. Angones, JD '76
Georgina A. Angones
Emerson L. Allsworth, JD '52
Sarah Nesbitt Artecona, Esq.
Eugene G. Beckham, JD '82
Raymond F. Benkoczy, JD '89
Joan A. Berk, JD '69
Nicholas A. Crane, JD '53
The Honorable A. Jay Cristol, JD '59
Thomas B. DeWolf, JD '53
Donn C. Fullenweider
Charles K. George, JD '54
Barton S. Goldberg, JD '57
Edward I. Golden, JD '77
Burton Harrison, JD '52
Lydia Harrison
Rolf Hastings, JD '50
Hon. Murray Z. Klein, JD '52 *
Burton Landy, JD '52
Eleanora Landy
George N. Leader, JD '51
John Franklin Lisk, JD '77
Ray E. Marchman, Jr., JD '61
M. Minnette Massey, JD '51

H. Jack Miller, JD '51
Milton Miller, JD '55
Patrick H. Neale, JD '78
David Noble, JD '01
Valerie Odell, Esq.
Sheldon Bruce Palley, JD '57
Patrick A. Podsaid, JD '63
Lawrence B. Rodgers, JD '67
Charles L. Ruffner, JD '64
Bertley Sager, JD '49*
Herbert E. Saks, JD '56
Barbara Saks
Richard M. Sepler, JD '56
Lawrence M. Shoot, JD '68
H. Allan Shore, JD '71
Laurie S. Silvers, JD '77
Matthew Joseph Soltysiak, JD '54 *
Bernard Dane Stein, JD '71
Adele T. Weaver, JD '60 *
Marvin I. Wiener, JD '57
Richard A. Wolfe, JD '92
Robert E. Ziegler, JD '53
Carlos A. Zumpano, JD '99

Visit UM's central giving website to learn more about estate giving.

PLANNED GIVING: DID YOU KNOW?

Charitable gift annuities provide a secure life-income arrangement.

Planned giving: Did you know?

A charitable gift annuity enables you to transfer cash or marketable securities to the School of Law in exchange for a current income tax deduction and the University of Miami's promise to make fixed annual payments to you, based on your age and other factors, for life. Annuity payments can start immediately or be deferred. The payments are backed by the assets of the University and are thus a dependable and safe investment you can rely on -- reassuring in this uncertain economy.

Click here for more information about the benefits to you and the School of Law through a University of Miami gift annuity.