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 professional advisers before completing such gifts.