Planned gifts help you create a lasting legacy for Bascom Palmer Eye Institute; forge an enduring partnership; and help shape the future of vision care. Whether you want to support pioneering research or help train the next generation of ophthalmologists, your gift will make a powerful impact on the future of Bascom Palmer Eye Institute.
You will be recognized as part of the Society for Encouraging Endowment (SEE) and the Heritage Society at the University of Miami.
Society for Encouraging Endowment
The Society for Encouraging Endowment (SEE) society recognizes those individuals who ensure Bascom Palmer Eye Institute's legacy by making the Institute a beneficiary of their estate or financial plans. Please let us know if you have included Bascom Palmer in your estate plans so we may recognize your investment in the future.
Heritage Society
As a member of the Heritage Society, you can help the University of Miami meet the challenges of tomorrow and leave a legacy for future generations. The Heritage Society connects individuals with the University, and establishes a meaningful and enduring relationship with donors and their families.
To confirm your planned gift, please provide a copy of the appropriate pages or sections of a Will, Trust, or other Estate planning document or please sign our Statement of Support, a non-binding letter confirming you intent to make a planned gift to Bascom Palmer and the University of Miami.
Ways to Give
Bequest
You may designate Bascom Palmer as a beneficiary of your will, trust, or beneficiary designation form.
Beneficiary Designation Gifts
You can designate us as a beneficiary of a retirement, investment, or bank account or of your life insurance policy.
Qualified Charitable Distribution (Charitable IRA Rollover)
If you are 72 or older, you can make a tax-free gift to Bascom Palmer directly from your IRA.
Donor-Advised Funds
You can fund a DAF grant and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving. The University of Miami now has its own DAF.
Charitable Gift Annuity
You can transfer your cash or appreciated property to Bascom Palmer in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
Charitable Remainder Unitrust
You can transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or for a term of years.
Charitable Remainder Annuity Trust
You can transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free and provides you with fixed income for life or for a term of years.
Charitable Lead Trust
You can fund a trust and then disburse that income to Bascom Palmer annually for a term of years. You or your family receives the trust remainder at substantial tax savings.
Retained Life Estate
You can give your personal residence, vacation home or farm to Bascom Palmer but retain the right to use the property during your lifetime.
Society Recognition
You can become a member of the Society of Encouraging Endowment (SEE) Society and/or Heritage Society when you include the University of Miami in your estate plans or through a planned gift.
For more information, please visit our planned giving website at miami.edu/plannedgiving.
Bascom Palmer Eye Institute, as part of the University of Miami Miller School of Medicine, is a not-for-profit, 501c3 corporation and as such, all gifts, contributions, and donations are tax deductible to the full extent of the law.