Planned Giving

The Golden Rule Society

Planned gifts are a mutually beneficial way to support the future of Claremont Lincoln University. The Golden Rule Society is a legacy gift opportunity, enabling you to plan a gift in the future, while becoming recognized as a contributor today.

All members of the Golden Rule Society will be invited to an annual luncheon and receive special invitations throughout the year. The Golden Rule Society members will be recognized in our honor roll and on headquarters building signage.

What to Give

Gifts of Stocks & Bonds
A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.

Gifts of Real Estate
A gift of your real property (such as your home, vacation property, vacant land, farmland, ranch or commercial property) can make a great gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to Claremont Lincoln.

Gifts of Retirement Assets
A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift. By making a gift of your retirement assets, you will help further our work.

Gifts of Cash
A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings on this year’s tax return.

Gift of Insurance
A gift of your life insurance policy is an excellent way to make a gift to us. If your life insurance policy is no longer needed or will no longer benefit your survivors consider making a gift and help further our mission.

Dedicated.