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  • PLANNED GIVING

    Printable Version

    A planned gift can be one of the easiest, most fulfilling ways to support the E. J. Ourso College of Business. Several options exist that could help you give more than you thought possible while still achieving your personal financial goals and receiving considerable tax benefits.

    Planned gifts are made to the LSU Foundation for the benefit of the E. J. Ourso College. This opportunity allows you to restrict your gift to an area of your interest whether it be student support, faculty support, undesignated support for the college, or a special program.

    Some options available for using a planned gift include:

    Bequest
    Leave a gift specified to the “LSU Foundation” for the benefit of the E. J. Ourso College in your will.

    Retirement Plan Assets
    Simply name the “LSU Foundation” for the benefit of the E. J. Ourso College as beneficiary of part or all of your IRA or retirement plan.

    Appreciated Property
    Donate securities or real estate that you have owned for more than a year and avoid capital gains tax on appreciation. Call us to find out how.

    Life Income Plan
    Establish a plan that makes lifetime payments to you, your spouse, or anyone you name. The remainder will pass to the LSU Foundation for the benefit of the E. J. Ourso College.

    Charitable Remainder Trust
    Provide a retirement plan that offers maximum income and makes a deferred charitable gift to the LSU Foundation for the benefit of the E. J. Ourso College.

    Charitable Lead Trust
    Establish a charitable lead trust to make payments to the LSU Foundation on behalf of the E. J. Ourso College for a set period of time. The remainder will then pass to your children or grandchildren.

    Life Insurance Policy
    Simply name the LSU Foundation as beneficiary of your life insurance policy. This could result in estate tax savings. We can help you write the documents to explain the purpose of your gift.

    If you are interested in supporting the E. J. Ourso College through Planned Giving, please contact:

    Karen A. Deville
    Senior Director, Office of Advancement

    E. J. Ourso College of Business
    Louisiana State University
    3139 Patrick F. Taylor Hall
    Baton Rouge, LA 70803
    Phone: 225-578-6407
    Fax: 225-578-5277
    E-Mai: advancement@lsu.edu

    or visit lsufoundation.org/plannedgiving.