Wills, Living Trusts and Retirement Plans

Summary

Provide now for a future gift to UVa-Wise by including a bequest provision in your will or revocable trust, or name the college as a beneficiary of your IRA, 401(k) or other qualified plan.

Wills, Living Trusts and Retirement Plans

 

Benefits

  1. Revocable or can be modified if circumstances change.
  2. Realize your vision for the future in a tangible way without a financial burden during your lifetime - cost a donor nothing during their lifetime.
    For individuals who wish to support UVa-Wise at levels that will produce an endowment in perpetuity, separate endowment agreements can be created to designate the donor’s wishes.
  3. May reduce estate tax for surviving family members.
  4. No limit on estate tax deductions taken for charitable bequests.

 

For additional information about bequests (gifts) made through a will or trust, click on http://www.uvawise.edu/giving/plannedgiving/Bequests.

 

For more informationGilliam Garden
 Fountain

Office of Development & College Relations 
The University of Virginia's College at Wise
Bowers-Sturgill Hall
One College Avenue
Wise, VA 24293
Phone:  (276)328-0129
Fax: (276)376-1024

Download a Planned Gift Document.

Click for Making a Planned Gift Homepage.

UVa-Wise does not provide legal, tax or financial advice. We strongly recommend that you consult professional advisors on all legal, tax or financial matters, including gift planning considerations. To ensure compliance with certain IRS requirements, we disclose to you that this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of avoiding tax-related penalties.