Planned Giving
Planned giving integrates philanthropy into a donor’s overall financial, tax and estate planning to maximize benefits to the University and to the donor. These are deferred gifts that are made in the present and received by the Foundation in the future. Some are straightforward, such as a bequest in a will. Others are more complex, providing current tax benefits as well as life income for the donor, a beneficiary or both.
Related Questions
The Foundation will send a complimentary copy of “Planning Your Will for All It’s Worth” to anyone interested in including the University in their estate planning.
Donors can change their minds and change their wills. We’ve seen as many as seven versions of one will: In the first three revisions, half of a bequest was given to School of Education scholarships; in the fourth, economics received a half of the total; in the fifth, economics received 40 percent; by the seventh, only 5 percent of the amount came to the University at all.
For more information, including sample bequest language, visit the
Gift Planning section of our site.
