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Planned Giving

Creating a lasting legacy

Planned giving refers to the process of making a charitable gift of assets. This type of giving to the University generally requires consideration and planning in light of the donor’s overall estate plan. Gifts can include:

  • Securities
  • Retirement Plan Assets
  • Savings Bonds
  • Real Estate
  • Closely Held Stock
  • Life Insurance

Such gifts usually include legal documents and often require the assistance of a qualified professional advisor to complete. A donor should consult with his or her professionalĀ advisersĀ before completing such gifts.

More information on planned giving.