You can prepare now for a future gift to UVa-Wise by naming the college as owner and beneficiary or just beneficiary of a life insurance policy. Please note that UVa-Wise must be assigned ownership and listed as beneficiary of the policy for a gift to be eligible for tax benefits.
- Tax benefits if UVa-Wise is named as owner and beneficiary of the policy.
- Realize your vision for the future in a tangible way without a financial burden during your lifetime.
- Make an extraordinary gift to the college.
Download a Planned Giving form
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