Office of Gift Planning — Wills, Trusts, & Estates

BANNER

A New World View

Brandi Durkac (Col ’00) grew up hearing her parents’ stories about the joys and adventures of college life—and about the importance of education and generosity.

Read more >>

 


 

Are you at least age 70½? Do you have an IRA?

You may make a tax-free gift to the University from your Individual Retirement Account. Late 2015 legislation made the IRA Charitable Transfer permanent.

  • You may transfer up to $100,000 per person in a calendar year.
  • Your gift will count toward your annual required minimum distribution.
  • Your plan administrator must transfer the funds directly to the University.

An IRA Charitable Transfer is a great way to meet your philanthropic goals! Call us for more information—434-924-7306 or 800-688-9882—or send an email to giftplanning@virginia.edu

 


Create a Family Tradition of Giving

You can join the growing number of alumni and friends who invest now in the University’s future by including UVA as a beneficiary of their wills, charitable trusts, and retirement plans. You can also make a gift now and receive income for the rest of your life. Gifts like these can offer you and your family significant tax benefits as well as greater financial flexibility in meeting your personal and philanthropic goals.

 

Planned gifts may include:

art-collection

Other types of gifts

  • Real Estate
  • Personal Property (art, rare books…)
  • Complex Assets (privately held stock, business interests…)
  • Charitable Lead Trusts
  • Life Insurance

 

check-boxI have included UVA as a beneficiary of my trust or estate plan.

check-box I would like more information on making a planned gift to UVA.


 

Follow in the Footsteps of the Founders

Through his will, Thomas Jefferson gave the University part of his personal library (the rest went to the Library of Congress). James Madison also included UVA in his will, giving both money and volumes from his own library. Madison’s gift of $1,500 established the University library’s first endowment, which still provides funds annually for the purchase of books.

 

Donors like you have a long tradition of making planned gifts that continue to provide a secure foundation for the University’s future.

Cornerstone Society

The Cornerstone Society comprises forward-thinking alumni, faculty, parents and friends who give to the University or its related foundations through estate or financial plans, or other deferred gift arrangements. With a planned gift, you may be able to make a greater impact than you thought was possible during your lifetime.

 

Learn more about The Cornerstone Society »

Personal Representatives, Executors, Trustees

If You Are a Personal Representative, Executor, Trustee or Associated Professional
Settling the estate of a family member, friend, colleague or client can be a challenging task. If you are responsible for administering a bequest or other estate gift to benefit the University, or a specific University school or program, please contact Spring Dodge in the Office of Gift Planning. Spring can provide whatever information or assistance you may need to ensure that our donor’s intentions are honored.

To contact Spring, call 434-924-6029 (direct) or email, gsd8n@virginia.edu.

 

To send correspondence or documents, see below:

Regular Mail
Spring Dodge
UVA Office of Gift Planning
P.O. Box 400807
Charlottesville, VA 22904-4807
Express Mail
Spring Dodge
UVA Office of Gift Planning
400 Ray C. Hunt Drive
Charlottesville, VA 22903