Explore Your Gift Planning Options


Gift planning strategies offer tax benefits while helping you meet personal financial objectives, such as increasing cash flow, guaranteeing retirement income and finalizing estate planning. All this while supporting UIC's leading-edge research, public service and unwavering commitment to educating excellent students from all backgrounds.

Reference our guide for beginning estate planning if you're just starting out, read the advantages of gift planning below or follow these links to learn about three popular strategies:

Here are some examples of how gift planning strategies help you make an impact at UIC and achieve personal financial objectives at the same time:

  • Saving more for retirement
  • Increasing your retirement income
  • Giving financial support to your parents or siblings
  • Continuing to give financial support to your parents or siblings after your death
  • Paying for your children's or grandchildren's college education
  • Converting a non-income-producing asset into an income-producing asset
  • Converting a business interest into retirement income
  • Avoiding capital gain tax on highly appreciated assets
  • Making major gifts to your children during your lifetime at a reduced gift tax cost
  • Transferring your estate to your children at a reduced estate tax cost
  • Minimizing or eliminating estate taxes
  • Leaving a legacy and engaging your children in philanthropy

We can help you clarify your philanthropic intent and choose which assets to use and when and how to use them, all within a giving strategy most advantageous for your specific situation.

For more information or to ask specific questions about gift planning - in confidence and without obligation - contact Lynn Bennett, CFP, UIC's Gift Planning Advisor, at 312-413-3394 or lbennett@uif.uillinois.edu.

Read stories about the incredible impact of giving.