Learn which assets are most commonly used to fund a gift.


Gifts of Cash

A gift of cash is a simple and easy way to make a gift.
Stocks and Bonds

Gifts of Securities

Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting University of Puget Sound.
Retirement Assets

Gifts of Retirement Assets

A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding Puget Sound's future.
Life Insurance

Gifts of Insurance

Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
Real Estate

Gifts of Real Estate

A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Puget Sound.