Planned Giving

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What to Give

  • Bequests - Gift through your Will or Trust
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • Gifts of Stocks and Appreciated Assets
    Click here for instructions on making gifts of stocks and other appreciated securities. Please contact us when initiating your gift to assure that it is designated according to your wishes.
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  • Gifts of Retirement Assets
    Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our organization.
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  • Gifts of Life Insurance
    A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
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  • Gifts of Real Estate
    Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to our organization.
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CONTACT

University Advancement

1700 South Patterson
Building 5th Floor
300 College Park
Dayton, Ohio 45469 - 7053
937-229-4484
Email
Gifts Through My Will or Trust