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.
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.
For more information, contact the
Office of Development & College Relations
One College Avenue
Wise, VA 24293