Planned Gifts are Transformational for Excelsior University’s Future
A planned or legacy gift is a charitable contribution that is designated for a future date and is often part of a formal financial or estate plan. Planned giving offers a variety of ways for donors to structure contributions to Excelsior to maximize benefits for both the donors and the University.
Planned gifts often include special financial, investment, tax, or legal considerations and might involve assets other than cash, such as securities, retirement funds, or life insurance. Creative gifts of assets can provide donors with charitable deductions and can offer additional tax savings as well.
Excelsior’s planned giving options include:
To make a bequest, you will designate a part of your estate that passes directly to Excelsior University. Since a charitable bequest can take many forms, you have flexibility in how you make this designation. For example, you can leave:
- a specific asset
- a specific sum of money
- a percentage of your estate
- what remains of your estate after you have provided for all of your other beneficiaries.
You can state exactly how you want your bequest to be put to use. Or you can provide an unrestricted bequest that can be used whenever and wherever it’s needed most. Most importantly, you remain in complete control of the planning process.
We recognize donors who have made a provision in their will in our Legacy Society.
The Excelsior team is available to answer your questions and will work with you on each step of the process.