We are Warriors.

We think deeply. We act boldly. We impact the world in ways that will last long beyond our own lives. What legacy do you want to create?

Create a
lasting legacy
with your gift.

We are Warriors. We think deeply. We act boldly. We impact the world in ways that will last long beyond our own lives. What legacy do you want to create?

  • Make a Gift
  • Create a Will
  • Make a QCD
  • Do you have a will?

    A will is an essential part of transferring your property at the right time to the right people at the lowest cost. Without a will, your family may encounter increased costs, delays and unnecessary conflicts.

    more

    Charitable Gift Annuity

    A charitable gift annuity is a great way for you to support Lycoming College while creating a guaranteed source of income.

    more

    IRA Charitable Rollover

    An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

    more
    Text Resize

    Help Unitrust and Sale
    One Life Two Lives
    Click the appropriate button for a One-Life or Two-Life presentation. Selecting One Life will cause the Second Person and the associated name and age fields to be hidden from view for that run.
    Enter the name of the person. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", "Sr.", etc. For the remainder unitrust the first person is the first income recipient or beneficiary of the agreement.
    You may enter the age of the person instead of the birth date. However, if the birth date is known, click on the calendar icon and choose your birth date. Since ages are to be rounded up if the gift date is within 6 months of the next birth date, entering the birth date is the most accurate method.
    10% 12% 22% 24% 32% 35% 37%
    Select the current federal income tax rate of the donor. This will be used to project possible income tax savings. If you are not certain about the correct rate, you may choose one of the middle rates. For many people, this will be close to the actual income tax rate.
    Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely-held stock and other hard to value assets, the FMV would be the appraised value of the property on the date of the gift.
    Enter the cost basis of the asset being used to fund the trust or annuity. If the asset is cash, the cost basis is equal to the gift amount. If it is appreciated property, the cost basis will most likely be the amount you originally paid for the property. The cost basis is used to determine the capital gains tax which will be bypassed as a result of selling the asset. If the cost basis is not known or cannot be proven, the IRS assumes the cost basis to be $0. If cash funds the gift annuity, enter the same value as "Value of Property."
    %
    Enter the current return return or yield of the asset(s) which will be used to fund the gift agreement. For example, if the trust will be funded with public-traded stock which is currently paying a dividend of 3%, the current return yield is, in turn, 3%. If the gift is funded with vacant land or a personal residence (assuming the property is not leased), the current return would be 0%.
    %
    Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
    Enter the amount of cash you wish to receive from the sale of the asset(s) that will be used to fund the trust. This amount of cash will not go into the trust.
    Monthly Quarterly Semiannual Annual
    Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.
    scriptsknown