Utah State University

Planned Giving

Welcome!

We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Donor Story - Sale and Unitrust
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....
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Personal Planner - Your Living Trust Choices
Your Living Trust Choices
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate. Let's review some of the...
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Washington News - Year-End Preparation for Taxes
Year-End Preparation for Taxes
In IR-2019-191, the IRS offered suggestions on end of year planning. With good planning, you can be prepared to file and promptly receive your refund. Refund Factors – The IRS attempts to...
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