The British Schools and Universities Foundation

Gifts

Cash gifts may be made to the Foundation expressing preference for support of Aberystwyth University.  Checks should be made payable to British Schools and Universities Foundation, Inc. (or BSUF) and postmarked on or before December 31st to qualify for current-year tax deduction.  If you send your donation directly to the BSUF please use the BSUF Donor Transmittal Form. 

Securities

In giving gifts of marketable securities donors could realize significant tax benefits.  Please see Instructions for Donating Securities.  To contact BSUF regarding a gift of marketable securities please send e-mail to treasurer@BSUF.org

Charitable Remainder Trusts

There are two kinds of Charitable Remainder Trusts: a Charitable Remainder Annuity Trust and a Charitable Remainder Unitrust, designating BSUF as the remainder beneficiary. Either of these trusts affords the donor an immediate charitable tax deduction in the year the trust is created.  The trustee then pays the donor income during his/her lifetime or that of any other living non-charitable beneficiary the donor may designate.  In the case of a Charitable Remainder Annuity, the payment is a fixed monthly sum (determined by the beneficiaries’ ages and gender, and the original principal amount of the trust). With a Charitable Remainder Unitrust, the payment will fluctuate up or down depending on investment performance. At the death of the income recipient, the trust passes on to the BSUF as charitable remainder beneficiary; donors may express a preference for an Approved Institution.

BSUF is not permitted to offer tax or legal advice. Donors who are contemplating creating a Charitable Remainder Trust must consult with a professional advisor for guidance (usually their lawyer and banker) prior to making decisions.

To contact BSUF regarding a Charitable Remainder Unitrust please send e-mail to treasurer@BSUF.org

Individual Retirement Accounts

IRAs can be made much more tax efficient by naming the BSUF as a beneficiary with an expression of preference for an Approved Institution.  This relieves the Estate of (a) the Distribution and Income Taxes which are levied by most State governments; and (b) of part of the regular Estate tax.  To contact BSUF regarding an IRA please send e-mail to treasurer@BSUF.org

In 2007, those over age 70.5 years may find it advantageous to have contributions made from their IRA directly to a charity without paying taxes on the amount withdrawn.  The rules are complex, and individuals should consult their own professional advisors for guidance.

Bequests

A provision may be made in your Will or Trust bequeathing money to the Foundation.  The following wording is intended only as a provision in a full Will or Trust containing all appropriate articles.  To contact BSUF regarding a bequest please send e-mail to treasurer@BSUF.org

"I bequeath the sum of ____ dollars to the British Schools and Universities Foundation, Inc., a charitable organization under Section 501(c)(3) of the US Internal Revenue Service Code, and incorporated at 575 Madison Avenue, Suits 1006, New York, NY 10022-2511.  Further, I express a preference that the Foundation consider granting aid to Aberystwyth University, Wales, United Kingdom."

Contact us

If you have any questions, please contact the Aber Development Office on +44 1970 622081 or email development@aber.ac.uk

Further details about the British Schools & Universities Foundation can be found on their website

 

The American Fund for Charities

Donations made to the AFC will be forwarded to us following its bi-monthly Board meeting.

Making a gift

If you are a US taxpayer and wish to support Aberystwyth University, you can download an American Taxpayers Donation Form.

Please make your check payable to ‘The American Fund for Charities’, or include your credit card details on the form. Following your donation, the American Fund for Charities will issue you with the receipt you require for US income tax purposes. Please return the completed donation form to:

The American Fund for Charities,
c/o Chapel & York Limited,
1000 N. West St.,
Suite 1200,
Wilmington
DE 19801
USA                                            

Alternatively, you can donate online.

Charitable Gift Fund

If you would like to donate regularly to Aberystwyth University, you may like to establish a Charitable Gift Fund in your own name with the American Fund for Charities. This requires an initial minimum donation of $1000. Afterwards, you can choose to donate whenever and whatever amount you like. Further details can be found on the AFC website.

You can download the Charitable Gift Fund application from the AFC website. Please return it to the same American Fund for Charities address as above.

Contact us

If you have any questions, please contact the Aber Development Office on +44 1970 622081 or email development@aber.ac.uk

Further details about the American Fund for Charities can be found on their website