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Make a Legacy Gift

There really is no single way to make a legacy gift. The approach you choose will depend on many factors, such as your goals and objectives, family situation, and stage in life. For example, you can:

  • Make a single, lump sum or series of gifts during your lifetime.
  • Make a gift that provides income for yourself or for a loved one now, then benefits the university in the future.
  • Make a gift that takes effect after your death. This can be a specific dollar amount, a percentage, of or remainder from your will, trust or other asset (such as your retirement fund, investment account or insurance policy).

Types of legacy gifts include:

  • Bequest through a will or living trust
  • Charitable gift annuity
  • Beneficiary designation on retirement plan assets, brokerage accounts, or donor advised funds
  • Charitable remainder trust
  • Outright gift of or remainder interest in a personal residence or property
  • Gift of a life insurance policy

Bequest Intent Form