Planned Giving
Consider planned giving with bequests, gifts of life insurance and retirement plans, gift annuities, charitable trusts or gifts of appreciated securities. Bequests and other planned gifts have a profound and lasting impact on scholarship, teaching and service at the University of Charleston and are a continuing source of strength and support.
Create My Free Will
To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online, and can be completed in 20 minutes. You can use this resource on its own, or to document your wishes before finalizing your plans with an attorney.
Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.
Designate Beneficiaries
Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.
The Heritage Society
The Heritage Society was established in 1990 to recognize and thank alumni, family and friends who have made a bequest or planned gift to the University of Charleston that will provide for generations of students to come. Members of the Heritage Society have endowed faculty chairs and scholarships, helped sustain innovative programs, made possible a variety of academic initiatives and transformed the architecture on campus. As a member, you will be invited to special events on campus and receive periodic updates from the University.
- Through the Heritage Society, the University recognizes and thanks visionary donors, promotes the benefits of estate and financial planning, and draws attention to the vital importance of building the University of Charleston’s future. There are three levels of recognition within the Heritage Society.
- The Platinum Circle is our highest level of recognition, for those who have notified the University that they have made planned gifts and also have endowed an academic scholarship.
- The Gold Circle recognizes donors who have notified the University that they have committed gifts through planned giving.
- The Silver Circle recognizes donors who have established an endowed scholarship for the benefit of our students.
Please contact Gail Carter at 304-357-4849 or gailcarter@ucwv.edu for assistance.
