Planned Gifts
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Welcome to your resource for charitable gift planning!
Welcome to the UHS Office of Planned Giving, your resource for charitable estate planning at UH-Clear Lake.
This website is designed to offer you—our alumni and friends of the University of Houston Clear Lake—helpful and timely information on financial, estate and creative charitable gift planning techniques that can be used in planning for the future—yours, your family's, your university's and your other charitable interests.
Check Out Our Monthly Feature Articles:
A Legacy of Opportunity
When the University of Houston offered Arthur Meeks the opportunity to advance his career through education, it changed the course of his life.
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Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply).
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Your Estate Plan Check-In
Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track.
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5 Moves to Make After Age 50
If you are 50 or older, there are key steps you should take to prepare for your future.
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What You Need to Know to Protect Your Children's Inheritance
One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will.
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Savings Bond Magic: How to Make the Taxes Disappear
Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds.
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A Note From Dion McInnis, Associate Vice President for University Advancement
You don't need a consultant or adviser to tell you that these are challenging economic times, though they may be successful in reminding you to stay the course of investment as bulls become bears and back again. A dynamic market and turbulent economic times can certainly challenge your philanthropic plans, but there is always a safe port in the storm; there is always a calm place to pause and consider how your philanthropic decisions can benefit others while honoring loved ones or preserving your own legacy. That place is planned giving.
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