Welcome to University of Kentucky Estate & Gift Planning
Thank you for your interest in University of Kentucky. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at UK who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
Weekly Article
Gift Annuity that Provides for Someone You Love When the harvest is over it is a time to celebrate, then rest. Years ago it was customary for families to gather at one farm or ranch until all their crops were harvested and in for the winter. More ...
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>.
Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
A Bequest to Save Taxes Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact Dion Guest, Director of Gift & Estate Planning at jdgues1@email.uky.edu or Ford Stanley, Associate Director of Gift & Estate Planning at fstan2@email.uky.edu.
If you are a professional advisor, you may take the following steps on this site.
When the harvest is over it is a time to celebrate, then rest. Years ago it was customary for families to gather at one farm or ranch until all their crops were harvested and in for the winter. 
