Planned Giving

Preparing for the future is not always easy since you don't know what's in store for you. The Geneva College Planned Giving Program is here to help you evaluate what is available when planning for that future, no matter what it holds. There are many tools available that will have a significant impact on what might happen as you move into the future. These tools can, in some way help you:

increase your income
reduce both your current and estate taxes
increase the benefits available to your family and heirs
Give you the satisfaction of helping Geneva College provide a solid education with a distinctly Christian worldview.

Contact us by phone at 724-847-6516 or plannedgiving@geneva.edu to discuss any of these tools listed below or for free information to review prior to discussing these issues with your personal advisor.

Benefits for Family and Geneva College

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.

Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with her favorite charity. Since Barbara did not need all of her IRA income, she decided to make a gift of $2,000 from her IRA to reflect her support. More on Easy IRA Gift >>.

Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was very pleased with the home, she decided to buy stock in the company that built and sold her home. Over the years, the stock has increased in value many times. More on Peace of Mind Gift Annuity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact plannedgiving@geneva.edu.

If you are a professional advisor, you may take the following steps on this site.