Making a Planned Gift


Making a Planned Gift

Planned gifts include bequests, gifts of life insurance and retirement plans, and other contributions made through a donor's estate. Many planned giving options allow donors and their loved ones to receive income during their lifetimes from assets that will eventually benefit the college. These life-income gifts deserve special consideration when making financial and estate plans. For more information, see below:       

Click to view the 2013 Planned Giving Newsletter

Gift Annuity

A gift annuity is a simple contract under which the donor transfers assets to the college, which in return provides life income to the donor and up to one other family member or loved one. There are two types of gift annuities: charitable gift annuities and deferred gift annuities.  Learn more about a charitable gift annuity.  Learn more about a deferred gift annuity.

Appreciated Securities  

Transfer your securities to UVa-Wise.  The college sells your securities and uses the proceeds as designated by you or for its greatest needs.  Learn more about a gift of appreciated securities.

Personal Property

Gifts of personal property, also known as a gift in kind, help support teaching and scholarship and can greatly enhance the quality of life on the campus.  Learn more about a gift of personal property.

Real Estate

Deed your home, a commercial building, or investment property to UVa-Wise.  Learn more about a gift of real estate.

Wills, Living Trusts and Retirement Plans

Through a will, living trust, or retirement plan, individuals can make gifts to UVa-Wise that are larger than anything they could imagine in their lifetimes. Learn more about a gift through wills, living trusts and retirements plans.

Life Insurance

A new or existing life insurance policy is a low-cost way to make a significant gift to the college. Learn more about a gift of life insurance.

Cash

While not necessarily considered a planned gift, cash is the easiest gift to make and provides a full charitable deduction. To make a gift of cash to the college, you should complete the PRINTABLE GIFT FORM and send a personal check, or use major credit card (MasterCard, Visa). Personal checks should be made payable to the UVa-Wise Foundation and mailed to the address below.

The University of Virginia's College at Wise Foundation
Office of Development & College Relations
One College Avenue
Wise, VA 24293

 

Prepared for the FutureLearn more about a gift of cash

Thank you for considering a planned gift to The University of Virginia's College at Wise. 

Download a Planned Gift Document.

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

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.