Gift Planning Tools
A La Verne Legacy
You are at: Planned Giving
Planned Giving
Make an impact in students' lives for generations to come through a planned gift to the University of La Verne. You can make a gift that costs you nothing now, a gift that pays you income for life, and/or a gift that reduces your taxes, in addition to other options. Contact us to discuss these options as well as how we can be a resource for you in your estate, trust and gift planning.
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Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that...
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A Bequest to Save Taxes
Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work...
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Endowment Gift
Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years...
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Fixed Income for Retirement
After working for decades as a pediatrician in a small town, Patricia is ready to retire. Patricia has enough saved for...
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Giving
Stories
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IRA Rollover
An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.
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Charitable Gift Annuity
A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.
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Appreciated Securities
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to University of La Verne.
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Real Estate
Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to University of La Verne.
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Smart Ways
to Give
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Will or Trust
A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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Beneficiary Designation
A beneficiary designation gift is a simple and affordable way to make a gift to support University of La Verne. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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Donor Advised Fund
You can also use a DAF to distribute gifts to numerous charities. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children can carry on your legacy of giving.
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