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Popular tax-smart gifts

Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.

Explore tax-smart gift options

Learn about gifts that maximize the impact of your support while providing tax benefits for you!

Stocks and securities

Many people love donating stock or mutual funds because it may help them avoid paying capital gains taxes.

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Donor Advised Funds

Easily recommend grants to Stockton University for tax-efficient giving.

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Qualified Charitable Distributions

Use your IRA to make tax-free gifts that benefit you and our mission.

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Real Estate

Donate real estate to make a lasting impact, unlocking the hidden potential of your property’s value.

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Retained Life Estate

Secure your home’s future through a Retained Life Estate, ensuring support for us while residing in your property.

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Planned giving helps fuel Stockton’s mission

A gift in your will creates a foundation for the future. By supporting our work today, you help prepare students and ensure the same opportunities are available for the next generation of Ospreys.

I am so grateful for my Stockton experience that really helped shape most of the successes I’ve had in life from the friendships made to career opportunities. Part of that gratitude is to leave a legacy behind. That is why I’ve chosen to include Stockton as a part of my estate planning and to leave something behind to our university that has done so much for us. I’ve always listed Stockton as a partial beneficiary on my 401K account in addition to money I will leave for my family because, to me, Stockton IS family. I encourage all my fellow Ospreys to update their giving to leave behind something for a place that has been so special to all of us. We use the expression ‘Osprey For Life’ but by Including Stockton in your planned giving helps you to remain an ‘Osprey Forever’.

Tim Lenahan, '83

We’re here to help you meet your goals!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: Daniel Nugent

Title :Vice President for University Advancement and Executive Director of the University Foundation

Phone: 609-626-3546

Email: daniel.nugent@stockton.edu

Already included us in your estate plan? Let us know

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More ways to make an impact

Gifts in a will or trust

Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).

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Beneficiary designations

Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.

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Gifts that pay you back

Give assets while providing yourself or others with income for a period of time or distributions at a later date.

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