Planned Giving

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What does "planned giving" mean?

A planned gift is a philanthropic gift and legacy that is funded either during your lifetime or after your death. The gift is part of a larger estate-planning process in which you decide how certain assets are to be distributed upon your death–hence the use of the word "planned." For many individuals, a planned gift may simply be an amount or percentage of an estate that is specified in a will.

Who should consider planned giving?

You should consider a planned gift when you are planning your estate. No matter what your income level or the size of your estate, you should consider leaving a planned gift as part of your overall philanthropy.

Planned gifts can include:

  • Charitable remainder trusts
  • Charitable gift annuities
  • Charitable lead trusts
  • Life insurance gifts
  • Closely held stock
  • Retirement plans
  • Wills

How can I go about making a planned gift?

University Advancement's development and alumni relations staff members are here to help.

Call 573.592.1128 or 1.800.995.3195 (extension 1128) or email us

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