Planned Giving

Gifts Through My Will

An easy gift with a big impact

What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. It costs you nothing now, and you retain control of your assets throughout your lifetime.
  3. You lessen the burden of taxes on your family
  4. You may receive estate tax savings

How can I learn more?


How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or University of Dayton as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


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CONTACT

University Advancement

1700 South Patterson
Building 5th Floor
300 College Park
Dayton, Ohio 45469 - 7053
937-229-4484
Email