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| Jim Dawson, Vice President for Gift Planning | |
Welcome
Welcome to our gift planning Web site. I am Jim Dawson, the Vice President for Gift Planning at the Rutgers University Foundation. I am pleased to share with you information about a variety of opportunities to help support Rutgers. Our donors have an impact on all facets of university life and this site will provide some substantive information on investing in the future. Through gift planning it is possible to reduce or eliminate federal and state taxes owed on the value of a gift. This is an attractive feature that can work in your favor when it comes to paying taxes on income, capital gains, gifts, and your estate assets. Tax benefits are available to individuals at all income levels.
The amount of material and the level of detail provided in this Web site may seem daunting. Please know that my staff and I are here to answer any and all of your questions. Every situation is different and requires a personalized approach. For our part, any feedback you would like to provide would be helpful as we attempt to manage the wealth of information available about philanthropic planning. Do let us know how useful you find all of this.
I hope you will take the time to "meet" some of our donors by clicking on Meet Our Donors. Likewise, please take a moment to view our gift planning team at Meet The Team. We are here to assist you and to discuss your goals and concerns on a private and confidential basis.
Sincerely yours,
Jim Dawson
Vice President for Gift Planning
888-782-3666
jdawson@winants.rutgers.edu
Check Out Our Monthly Feature Articles:
Real Estate Donations: Benefit Yourself and Rutgers
Think about the property you own, then consider the financial and personal benefits that come from donating real estate. Ask yourself the following: "Do I own a property, such as a vacation home, that isn't used very much? "Do I have a property that is a burden to manage?" "If I sell a property, will I owe significant taxes?" If you answered, "yes," to any of the questions above, you can achieve peace of mind, and come out ahead, by donating the property to Rutgers. More
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 This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More
Now's the Time to Review This Important Estate Planning Checklist
As the new year gets under way, now is the perfect time to take the necessary steps to update your estate plans so they reflect any life changes you experienced in the past year. More
Use Your Will to Change the Future
Do you hesitate to give to your favorite causes because you are concerned about needing your assets in the future for you or your family? A gift in your will, called a bequest, could be the right option for you. More
3 Steps to Change Beneficiaries in Your Will or Living Trust
If you wanted to name or change a beneficiary in your will, would you know what to do? The process is actually easier than you might think. More
Surviving the Loss of a Loved One: Estate Planning Help
Life is challenging. The loss of a loved one makes it even more so. But don’t let stress over your finances make it even harder—ease your way through the tough times with these smart financial strategies. More
