Gift Planning

Planned gifts integrate a donor’s charitable gift into his or her overall financial, tax and estate planning goals.

Planned gifts typically come from a donor’s assets rather than income. They can be outright gifts, deferred gifts, or a combination of the two.  They may be made in the form of stock, securities or real estate and be part of a will or a bequest. Some planned gifts also provide the donor with a lifetime income.

University of Illinois Foundation Tax ID Number

Occasionally, estate planning attorneys or financial advisors may require a federal corporate tax ID number. Ours is 37-6006007.

Gift planning services

We provide the following confidential services at no cost or obligation to those considering a gift plan: 

• Analysis of income tax deductions from various gift plans
• Analysis of income received from various gift plans
• Analysis of estate tax implications of various gift plans
• Comprehensive trustee services with respect to charitable trusts, including:
  • Trust accounting and statements
  • Payment processing with direct deposit capabilities
  • Annual filing of trust tax forms
  • Annual tax packet with reportable income and tax deduction information
  • Post-gift income tax consultations
• Investment management
• Comprehensive estate planning to address family needs beyond the life of a donor
• Distribution of designated assets to other charitable organizations as instructed by the donor
• Specimen IRS qualified charitable trust documents
• Proper language to ensure an estate gift will be used according to a donor's wishes
• Nationwide attorney and CPA referrals

Questions? Email us or call 217-244-0473.