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Making a planned gift is a wonderful way to show your support and appreciation for University of èßäÊÓƵ Foundation and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. 

Non-probate assets such as lRAs, 401(k)s, pensions, life insurance policies, and certain bank and brokerage accounts can transfer more efficiently than those assets that must go through probate. 

If, like many others, you have made a gift through a beneficiary designation, please let us know by completing this . 

We look forward to speaking with you.

Many donors already made a meaningful gift to the èßäÊÓƵ in their will or trust. If you are amongst these wonderful èßäÊÓƵ friends, we would love the opportunity to thank you and ensure that we fully understand how UA will meet your charitable intent.

Please let us know by completing . We look forward to speaking with you.

Everyone should make a will or living trust. Having a plan in place ensures that your wishes are known and saves loved ones stress and cost.

Many donors want to make a gift to the University of èßäÊÓƵ in their will. A good place to start is by requesting our Guide to Planning Your Will or Trust.

We offer this free step-by-step guide to the considerations involved in planning your will or trust that will save you time and expense in finalizing your estate plans.

The èßäÊÓƵ Community Foundation and the University of èßäÊÓƵ Foundation hosted an estate planning webinar on March 29, 2022. 

Chelsea Riekkola, estate planning attorney and shareholder of Foley and Pearson, LLC  provided an overview of wills and estate planning. In this information-packed webinar, you will learn about the following:

• The Definition of Estate Planning
• The Problem of Title
• The Probate Process (in a nutshell)
• Powers of Attorney & Health Care Directives
• Basics of Wills
• Beneficiary Designations & Joint Titling of Assets
• Introduction to Trusts
• Protecting Inheritance for Loved Ones
• Estate Tax Basics
• Charitable Legacy Planning

If you weren't able to attend please see the link to the slides and video of this great event!

Everyone should make a will or living trust, regardless of wealth. Having a plan in place ensures that your wishes are known and saves your loved ones the stress and cost of intestate probate proceedings.

Many of our donors want to make a gift to the University of èßäÊÓƵ in their will. With a valid will or trust, you can choose who gets your property, name guardians for your children, provide a home for your pets, and more.

Don’t have a will?  No problem!   It only takes 20 minutes online through our partnership with FreeWill, and you can update your documents later if your plans change.

If you’ve already included the University of èßäÊÓƵ Foundation in your estate plans, please let us know by completing this so we can thank you.

Leaving gifts of personal property, investment accounts, or real estate to your loved ones and the èßäÊÓƵ can be some of the most meaningful gifts you’ll ever make.  

If you would like information on other types of gifts, please contact Harry Need, Senior Director of Philanthropic Services, at 907-786-4840.