A planned gift allows you to support our commitment to excellence in all aspects of academic endeavor, make charitable gifts, continue to meet your current income needs, and take advantage of current tax incentives.
This site is designed to make it easy for you to get the information you need when considering a planned gift. You will also find information to share with your financial advisor and estate planner. When you are ready, you can use this site to reach out to us to share your plans, let us know what you are considering, or just to start a confidential, no obligation conversation about what's possible.
Nebraska Wesleyan University alumni, parents, and friends who support the University by including Nebraska Wesleyan in their estate plans are welcomed into The Heritage Society.
Planned gifts combine to further the University's mission to help our students develop a sense of individual worth and become useful and serving members of the human community.
The easy way to become a member of The Heritage Society is to name Nebraska Wesleyan University as a beneficiary of your retirement account or as a beneficiary in your will or trust. The sample bequest language found below will help you complete your plans.
Other planned gifts might include charitable income gifts, such as charitable gift annuities, charitable remainder unitrusts, or gifts of life insurance. If you've included Nebraska Wesleyan in your charitable plans or intend to do so, please let us know. Sharing your intentions allows us to help you choose the gift that's right for you, and better plan for The University's future.
Through a provision in your written and executed will or living trust you can make a gift to the University in the form of cash, securities, real estate or personal property. There are many types of bequests. Consult with your attorney to choose the one that best fits your needs and intentions.
Naming Nebraska Wesleyan University as the beneficiary of a retirement plan asset such as an IRA, 401(k), or 403(b) will accomplish a charitable goal while realizing a significant tax savings.
You can turn under-performing assets (cash, stock, CDs, savings bonds, etc.) into a gift to Nebraska Wesleyan University that provides income to you or you and a loved one. Your Nebraska Wesleyan University Charitable Gift Annuity will return fixed, quarterly payments for life and provide tax benefits, too.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, your gift costs you less than the amount the University receives. You'll get a charitable deduction for the full amount of your gift and avoid the impact of capital gains taxes.
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well-curated collections can be deducted from your income tax today, avoid capital gains, and reduce estate taxes in the future. There are even ways to donate your home and live there as long as you'd like.
Name Nebraska Wesleyan University as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name the University as the owner and beneficiary.
Name Nebraska Wesleyan University as a beneficiary of your donor advised fund. Designate the University
to receive all or a portion of the balance of your fund through your fund administrator (you can also make a grant to us at any time from your donor advised fund). The balance in your fund passes to Nebraska Wesleyan University when the fund terminates.
Charitable Remainder Trusts provide you income from an asset that then passes to the University as a gift. Charitable Lead Trusts provide income to Nebraska Wesleyan University before the asset passes to your heirs. For the savvy donor, charitable trusts can provide tax-advantaged income, eliminate capital gains, or preserve assets for your heirs.
If you're 70 ½ or older, each year, you can instruct your IRA administrator to transfer all or part of your required minimum distribution (up to $100,000) directly to Nebraska Wesleyan University and avoid paying the tax had you taken it as income.
Planning your estate and legacy for future generations including your charitable interests takes careful evaluation.
Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish. Act now to be a good steward of the resources you intend to leave behind. You can use my contact info below, or submit this form to get more information.
If you are working with a professional advisor, or advising a donor, here's a practical guide for including Nebraska Wesleyan University in a charitable estate plan.