Plan-a-Gift®

Welcome to Plan-a-Gift, our unique interactive gift-planning service. Just answer the three questions below and Plan-a-Gift will recommend the best gift plan or plans to meet your individual needs and help Columbia at the same time!

Your goal: What do you want to accomplish with your gift?

An Outright Gift that provides an immediate tax deduction to me and immediate benefit to Columbia.

A Gift in My Will or Trust that will cost me little or nothing now, but benefits Columbia later.

A Life-Income Gift that provides an immediate tax deduction and a stream of income to me, my spouse or others now, and leaves the principal to Columbia later.

Age range of beneficiaries:

35 - 50   

50 - 65  

65+  

A Wealth Transfer Gift that provides a stream of income to Columbia now, and leaves the principal tax-free to my heirs later.

Gift range: What gift range are you considering?

$5,000 - $99,999 

$100,000+

Type of asset: What type of asset do you want to contribute?

Cash or securities

Retirement account [IRA, 401(k), 403(b)]

Life insurance

Real estate

Personal property (art, collectibles, equipment)

Business interest (closely held stock, partnership interest)

Read about your gift. 

QUESTIONS CONTACTS COLLEGE FUND VOLUNTEERS

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