US Planned giving

Planned gifts, including bespoke gifts and bequests gifts, are estate planning strategies designed to help you meet your financial and charitable goals, while supporting Imperial College Foundation in the long term.

You can find more information on planned giving options here https://imperialcollegefoundation.planmygift.org/.

Giving through a US charitable remainder trust

The charitable remainder trust is a popular estate planning strategy if you have built a sizeable estate and are also considering ways to receiving a stream of payments for life. The charitable remainder comes in two types:

  • The annuity trust pays the same percentage of the assets each year. The payments remain the same, regardless of fluctuations in trust investments.
  • The unitrust, pays a variable amount based on a fixed percentage of the fair market value of the trust assets. The trust is revalued each year and payments from a trust fluctuate depending on the growth or losses in the value of the assets in the trust.

To talk to someone about supporting Imperial College Foundation by setting up a charitable remainder trust, please contact the Development Team at contact@imperialcollegefoundation.org or on +1 (678)-506-7760.

Imperial College Foundation cannot act as a Trustee for charitable trusts. We can provide information about organisations that specialise in the administration and investment of charitable trusts.

Making a bespoke gift from the US

By making a bespoke gift will allow you to plan the area of your support in which your gift will have a bigger impact. Please contact the Development team contact@imperialcollegefoundation.org or on +1 (678)-506-7760 to discuss the different options available to you.

Including a bequest in your Will from the US

For sample bequest language, please contact the Legacy Team contact@imperialcollegefoundation.org or on +1 (678)-506-7760.

Imperial College Foundation, its employees, and representatives do not offer legal or financial advice. Prospective donors are advised to consult with a specialist solicitor, financial advisor, estate planner, or accountant before making arrangements.