We invite you to review the following ways that you can help the Mel and Enid Zuckerman College of Public Health at the University of Arizona to pursue world-class research, implement health promotion and disease prevention programs and prepare the Public health professionals of tomorrow.
All gifts should be directed to the UA Foundation to support the Mel and Enid Zuckerman College of Public Health. Any questions regarding these giving mechanisms may be directed to Donna Knight, Director of Development, UA Mel and Enid Zuckerman College of Public Health at (520) 626-6459.
Gifts of cash are quite common and very easy to make. Checks should be made payable to "The University of Arizona Foundation," with a note in the memo section specifying your intent to support the Zuckerman College of Public Health. You may also designate that your gift supports a specific program, endowment or activity within the College.
- Gifts of Cash
- Gifts In-Kind
- Another way to support the Zuckerman College of Public Health is through gifts of tangible personal property. When a gift relates to the "charitable purpose" of the College the donor may be eligible for a deduction equal to the full fair market value.
- Gifts of Life Insurance
- You may want to consider naming the UA Arizona Foundation/Zuckerman College of Public Health as the beneficiary of a life insurance policy. If the Foundation is named both the sole owner and irrevocable beneficiary, the contributor is eligible to receive an immediate charitable deduction for the policy's net cash value or the net premiums paid, whichever is less. Additional premiums paid may also be tax deductible.
- Gifts of Real Estate
- Gifts of homes, ranches, and other real property can provide the same tax advantages as gifts of appreciated securities. A debt-free property that has significantly increased in value may be transferred to the UA Foundation with the donor receiving a charitable deduction for the appraised value while avoiding capital gain taxes on the property's appreciation.
- Gifts of Securities
- Gifts of appreciated securities, such as stocks, bonds, or mutual funds, can provide special tax advantages. These include a charitable deduction for the full fair market value of the gift and avoidance of capital gains taxes.
- Bequests by Will or Living Trust
- The most common form of deferred or planned gift is a charitable bequest, made as a gift in your will. A will or living trust should be prepared with an attorney.
- Charitable Lead Trusts
- This type of charitable trust pays the College a fixed amount or percentage of an asset for a term of years. Thereafter, the assets are transferred to loved ones and applicable estate, gift and generation skipping taxes on the trust assets may be significantly reduced.
- Corporate Matching Gifts
- You may be able to multiply the value of your gift by participating in a matching gift program provided through an employer or board membership. Your employer's personnel office can provide you with information and forms to take advantage for this unique leveraging opportunity.
- Life Income Gifts
- Numerous tax and financial benefits may be realized with a "life income gift," such as a charitable gift annuity or charitable remainder trust. The donor makes an irrevocable gift of cash, securities or property and receives income for either life or a specified term of (1 to 20) years. When the term is completed, remaining funds go to support the College of Public Health.
- Memorial or Tribute Gifts
- Any gift may be designated in memory or honor of a friend or loved one. The family of the deceased, or person honored, will be notified of such gifts.
Planned or Deferred Gifts
Although outright gifts provide immediate resources for current programs, deferred gifts build the Zuckerman College of Public Health for the future. Giving through estate plans or life income gifts is particularly desirable for those who would like to support the College of Public Health with a significant gift that may not be possible during their lifetime.
- Retained Life Estate
- You may generate a current income tax deduction by giving a home or ranch to the Zuckerman College of Public Health, while retaining the right to occupy, rent or otherwise use the property during your lifetime. The property will not be included in your taxable estate.
- Retirement Plan
- Gifts Designation of the UA Arizona Foundation/Zuckerman College of Public Health as the primary or contingent (after a spouse) beneficiary of retirement plan assets can offer significant tax benefits since retirement accounts may be exposed to both estate and income taxes.
The UA Foundation is a "qualified charitable organization" and meets the standards and requirements of Internal Revenue Code Section 501(c)(3). Under this provision, all contributions are deductible for federal income tax purposes (subject to statutory limitations) and for federal estate and gift tax purposes.