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Gift Planning

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University of Denver
2190 E. Asbury Ave
Denver, CO 80208
Telephone: 303-871-2739
Toll Free: 800-448-3238

Meet Our Team

Steve ShinemanSteve Shineman
Executive Director, Gift Planning
Phone: 303-871-2315
E-mail: steve.shineman@du.edu

 

 

 

 

Steve Shineman joined the University of Denver in September of 2014. He is the Executive Director, Gift Planning, and holds the Certified Financial Planner (CFP©) designation. Steve works with donors, advisors and colleagues on exploring current and deferred giving options.

Prior to joining DU, he served as the Director of Gift Planning for Texas Christian University for five years. Steve was also a financial advisor with Wells Fargo Advisors from 2002 to 2009.

He earned his bachelor's degree in Business Administration and Communications from Flagler College in St. Augustine, Florida and earned his Master's in Business Administration from Texas Christian University.

Steve and his wife live in Denver with their two kids.

 

John KrausJon Kraus
Director of Development, Gift Planning
Phone: 303-871-4619
E-mail: jon.kraus@du.edu

 

 

 

Jon Kraus joined University Advancement in March 2015. Jon is Director of Development, Gift Planning, and works with donors, advisors and university partners to explore options for making tax-wise gifts that can have the most impact possible on the university and our students. Prior to joining Gift Planning, Jon was Director of Development for the Daniels College of Business at the University of Denver from 2013 to 2015. Jon has 15 years' experience in financial planning and nonprofit development at various for-profit, non-profit and educational institutions in Denver and Boston. Jon earned a Bachelor's of Science in Business Administration from the University of Denver and a Master's of Nonprofit Management from Regis University. Jon enjoys reading, going to movies, hiking, biking, homebrewing, playing with sons Joseph and Samuel and spending time with his wife Kristen.

 

Trudi CookTrudi Cook
Gift Planning Coordinator
Phone: 303-871-2739
E-mail: trudi.cook@du.edu

 

 

 

Trudi Cook joined the gift planning team at the University of Denver in March 2016. Trudi is well-suited to support gift planning and will focus her work on estate administration and oversight of life-income gifts.

Trudi relocated to Denver from Burnsville MN to join DU. While in Minnesota, Trudi earned an AA degree from Inver Hills Community College (IHCC). During her time at IHCC she served as a peer tutor in Chemistry. Her studies focused on accounting, business writing and human resources. Trudi has held administrative roles for the past 18 years including working for a social service provider and a computer consulting company.

Trudi has two daughters and is a grandmother of four. She enjoys reading, traveling, music and volunteering.

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A charitable bequest is one or two sentences in your will or living trust that leave to University of Denver a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to University of Denver [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the University or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the University as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the University as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the University where you agree to make a gift to the University and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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