Planned Giving
What is Planned Giving?
A planned gift is any major gift made in a lifetime or at death as part of a donor’s overall financial and/or estate planning. These include gifts of equity, life insurance, real estate, personal property, or cash.
Why Planned Giving?
Your planned gift will establish a legacy by making a significant contribution to education, research, and campus enhancement. You can use a broad range of assets to personalize your plan and modify it if your situation changes. A planned gift could provide you with an immediate charitable income tax deduction or reduce the amount of tax you pay.
Ways to Include °ÄÃÅÁùºÏ²Êͼ¿â in your Planned Giving
Bequest: Include °ÄÃÅÁùºÏ²Êͼ¿â in your will without reducing your assets during your lifetime.
Life Insurance: Support °ÄÃÅÁùºÏ²Êͼ¿â by filling out your insurance company’s beneficiary designation.
IRA Designation: Designate °ÄÃÅÁùºÏ²Êͼ¿â as a beneficiary of a retirement plan and minimize taxes.
Charitable Remainder Trust: Make a gift to °ÄÃÅÁùºÏ²Êͼ¿â that allows you to receive regular income for life or a term of years.
Charitable Lead Trust: Give regular distributions to °ÄÃÅÁùºÏ²Êͼ¿â through a trust for a period of years or your lifetime.
Donor-Advised Fund: Give to °ÄÃÅÁùºÏ²Êͼ¿â through a fund that allows you to receive a charitable income tax deduction.
Ewart Planned Giving Society
The society was launched in fall 2021 to recognize donors for plans they have made for a future gift to °ÄÃÅÁùºÏ²Êͼ¿â. It also invites alumni and friends of the University to consider joining this legacy society. We can help you structure your estate plan and support the °ÄÃÅÁùºÏ²Êͼ¿â priorities you find most meaningful, such as student scholarships, faculty research, and capital infrastructure.
How to Join Ewart Planned Giving Society?
If you are considering including °ÄÃÅÁùºÏ²Êͼ¿â as a beneficiary of your estate or trust, you need to:
1. Contact °ÄÃÅÁùºÏ²Êͼ¿â so we can recognize you as a member of the °ÄÃÅÁùºÏ²Êͼ¿â Ewart Society
2. Seek the advice of your financial or legal advisor
3. Fill out the
Ewart Planned Giving Society Donors
°ÄÃÅÁùºÏ²Êͼ¿â recognizes donors who are members of the Ewart Planned Giving Society.
Legal Disclaimer
Information contained herein was accurate at the time of posting. The information on this website is not intended as a legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.