Planned gifts, including bespoke gifts and bequests gifts, are estate planning strategies designed to help you meet your financial and charitable goals, while supporting Imperial College Foundation in the long term.

Giving through a charitable remainder trust

The charitable remainder trust is a popular estate planning strategy if you have built a sizeable estate and are also considering ways to receiving a stream of payments for life. The charitable remainder comes in two types:

  • The annuity trust pays the same percentage of the assets each year. The payments remain the same, regardless of fluctuations in trust investments.
  • The unitrust, pays a variable amount based on a fixed percentage of the fair market value of the trust assets. The trust is revalued each year and payments from a trust fluctuate depending on the growth or losses in the value of the assets in the trust.

To talk to someone about supporting Imperial College Foundation by setting up a charitable remainder trust, please contact Shona Aitken (Head of Development, North America at Imperial College London) at s.aitken@imperial.ac.uk or on +44 (0)20 7594 9849.

Imperial College Foundation cannot act as a Trustee for charitable trusts. We can provide information about organisations that specialise in the administration and investment of charitable trusts.

Making a bespoke gift

By making a bespoke gift will allow you to plan the area of your support in which your gift will have a bigger impact. Please contact Shona Aitken at s.aitken@imperial.ac.uk or on +44 (0)20 7594 9849 to discuss the different options available to you.

Including a bequest in your Will

For sample bequest language, please contact Leesa Mathiesen (Head of Legacy Giving at Imperial College London) on +44 (0)20 7594 3801 or email l.mathiesen@imperial.ac.uk

Imperial College Foundation, its employees, and representatives do not offer legal or financial advice. Prospective donors are advised to consult with a specialist solicitor, financial advisor, estate planner, or accountant before making arrangements.