Plan Now, Give Later: A Flexible Way to Support What You Love

Category: Advancement

Rare is the person who regrets having been truly generous or thoughtful. Have you explored the possibility of making a legacy gift to UB but are concerned about giving away assets now that you or your family might need later? Consider making a planned gift through a bequest in your will or living trust; it’s a flexible, simple way to support the University.

Bequests are advantageous because they are:

easy: A few sentences in your will or living trust complete the gift.
revocable: Until your will or trust goes into effect, you are free to alter your plans.
versatile: You can bequeath a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.
tax-wise: Your estate is entitled to an unlimited estate tax charitable deduction for gifts to qualified charitable organizations.

Making a planned gift to UB also will qualify you for membership in the Turner Society—named in honor of President Emeritus H. Mebane Turner—which recognizes those who are deeply committed to the University and who have made a gift to UB through their will or through another planned gift.

If you’re interested in giving to UB through a bequest, contact Caroleigh McCloy Haw, assistant vice president for major gifts, by email or at 410.837.6217 or learn more online.

If you have already included the University in a bequest or have made a planned gift of any other kind, please let us know so we can properly recognize your generosity. If you prefer to remain anonymous, we respect your wishes but still encourage you to contact us on a confidential basis, as it supports our future planning.

© The Stelter Co. This information is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.