Planned Giving

Planned Giving

  • Touch the lives of others while creating a lasting legacy
  • Find peace of mind through a wide variety of tax benefits
  • Help West Chester University achieve its goals for current and future generations

You are at: Planned Giving > Gift Options

Gift Options

There are many ways to leave a legacy that will make a lasting impact at West Chester University. Click on a gift model below to learn more.

    Gifts that Help Now

  • Cash
    A gift of cash is a simple and easy way for you to make a gift.
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  • Stock and Appreciated Securities
    Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to West Chester University Foundation.
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  • IRA Charitable Rollover
    If you are 70½ years old or older, you can transfer up to $105,000 directly from your IRA to the West Chester University Foundation every year without paying income taxes on the distribution.
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  • Donor Advised Funds
    Funding a DAF and recommending the West Chester University Foundation for your charitable contribution is a great way to give.
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  • Charitable Lead Trust
    Establish a trust that makes an annual payment to the West Chester University Foundation for a period of years. At the end of the term, the remaining assets go to your children or other beneficiary.
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    • Gifts that Help Later

  • Bequest in Will
    Naming the West Chester University Foundation as a beneficiary in you will or trust is easy. The amount left to West Chester University Foundation can be expressed as a dollar amount or as a percentage of the assets to be given.
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  • GIFT OF LIFE INSURANCE
    A gift of life insurance is an excellent way to leverage your impact on and legacy at West Chester University Foundation.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Gifts of Retirement Assets
    Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to West Chester University Foundation.
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    • Gifts that Pay Income

  • Charitable Gift Annuity
    Make a gift to West Chester University Foundation, get a tax deduction, and receive a fixed amount each year for you and/or another beneficiary for life.
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  • Charitable Remainder Annuity Trust
    Establish a trust from which you and/or other beneficiaries receive annual payments of a fixed dollar amount for life and/or a specified term of years, with assets passing to the West Chester University Foundation to be used for your designated purpose.
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  • Charitable Remainder Unitrust
    Establish a trust from which you and/or other beneficiaries receive variable annual payments for life and/or a specified term of years, with assets passing to the West Chester University Foundation to be used for your designated purpose.
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    • Gifts that Protect Assets

  • Charitable Lead Trust
    Establish a trust from which annual payments are made to the West Chester University Foundation for a period of years. At the end of the term, the remaining assets go to your children or other beneficiary.
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