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.

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    Charitable Gift Annuity

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

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    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.

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    You are at: Planned Giving > For Advisors > Deduction Calculator > Term AT

    Help Charitable Remainder Annuity Trust for Term of 1-20 Years
    Enter the date of the gift. Example: Mo/Day/Yr, 7/14/2000. If you enter an invalid date, such as a letter or blank, the system will default to the current date.
    The current Rate of the Month (AFR) will display in the drop down box. Choose one of the three rates offered.
    Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
    Enter the name of the Beneficiary. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
    Years
    Enter the term of years the trust will last, i.e., distribute income to the named beneficiary(ies). The term cannot exceed 20 years.
    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 percent income payout to the donor. You must select a trust percent payout of 5% or more.
    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.
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