Planned Gifts

Through a will, living trust, or retirement plan, individuals can make gifts to Curry that are larger than anything they could imagine in their lifetimes. The process is very simple for most individuals. You just need the sample language (Word Doc) to include in your will. Gifts through wills, living trusts, or retirement plans offer a number of advantages:

• They are revocable by the donor if circumstances change.
• They realize the donor's vision for the future in a tangible way without an uncomfortable financial burden during his or her lifetime.
• Individuals may choose to designate their support to any part of the University.
• For individuals who wish to support the Curry School at levels that will produce an endowment in perpetuity, separate endowment agreements can be created to spell out the donor's wishes.
• They may reduce estate tax for the surviving family members

Planned Gifts may be of three types:

1. Plans from your estate. Bequests are gifts you offer though your estate plans. These plans include

• Wills or Living Trusts
• Retirement Plans
• Life Insurance 

Let us thank you. Notify the University of your estate plan and join the Cornerstone Society.

2. Plans that pay you an income. You make a gift to the Curry School and receive income for your life or for the lives of the beneficiaries you choose. These plans include

• Charitable Gift Annuities
• Charitable Remainder Trusts

3. Plans that help the Curry School now and your family later. The Curry School uses the income from a gift you make for a specified period of time, and then returns the remainder to you or your heirs. This plan is called a

• Charitable Lead Trust

For more information about planned giving, please contact the UVA Office of Gift Planning at giftplanning@virginia.edu or by phone at (434) 924-7306.