Tax-Friendly Giving

USF School of Law offers creative ways to structure a gift that provides you with tangible financial benefits. These gift options are simple and provide you with an excellent opportunity to make a significant gift during your lifetime from assets that are often subject to multiple levels of taxation.

Many of our alumni and friends have stepped forward to support the School of Law and our current students. We hope you will join them so we can continue to make a USF law degree attainable to these talented and inspiring students following in your footsteps.

Our team has extensive experience working with gifts of real property and other complex assets. No matter where you are in the planning process, we are here to help you plan a gift for USF’s School of Law that meets your philanthropic and financial objectives.

IRA CHARITABLE ROLLOVER

This gift option is perfect for donors age 70 ½ or older who would like to make a tax-free gift to USF from their IRA. Transfers can be made directly from your traditional IRA account by your IRA administrator to USF’s School of Law.

We offer a sample letter you can send to your plan provider to initiate a rollover. Make sure that you contact us when you direct the rollover so we can look for the check from your IRA administrator.

Discover the benefits

  • Your gift counts toward your annual required minimum distribution
  • The amount you give to USF is not counted in your taxable income
  • Tax savings is available to 1040EZ filers as well as those who itemize their deductions

Tools and Next steps

STOCK AND APPRECIATED ASSETS

Giving appreciated stock can be more beneficial than giving cash. The “cost” of your gift is often less than the deduction you gain by making it. Giving stock can easily be done through a simple electronic transfer.

Discover the Benefits

  • Receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them)
  • Pay no capital gains tax on the transfer when the stock is sold

Tools and Next Steps