PLANNED GIVING

Planned giving involves a gift made in the context of the donor’s total financial and estate planning. Here, the gift of an asset through a specific method provides benefits to you as a donor as well as to the alumni association. For example, planned giving:

• Provides gift plans that benefit you and your family.
• Brings immediate and deferred tax advantages to both you and your heirs.
• Has a meaningful impact on our mission, beyond your lifetime and far into the future.
• Allows you to make an unrestricted gift or designate it for a specific alumni program.

Common planned gift vehicles include:

• Bequests
• Life Income
• Life Estate
• Life Insurance
• Lead Trust
• Real Estate

Is the association named as a beneficiary in your estate? If so, please let us know. A planned gift qualifies you for membership in the Dales and Snell Legacy Club, named in honor of the university’s first two graduates – James S. Dales and William Snell, both class of 1873.

The Alumni Association gratefully accepts your planned gifts. However, we do not offer legal, tax or investment counsel. We encourage you to consult your attorney or accountant.