Leave Your Legacy

MAKE A LEGACY GIFT
(Planned Giving and Estate Gifts)

Would you like to leave a legacy that will support the College of Education without making a cash gift? Planned giving through a charitable bequest will help you realize your philanthropic objectives and can provide you with many benefits including tax savings, life income and increased cash flow.

 

Estate Gifts/Bequests

A charitable bequest can specify a pre-determined cash amount or a percentage of your estate as a gift. You don’t need to create a new Will or Trust to make this change to your estate, our expert staff can work with you and your financial advisors to prepare the necessary documents. If you have already written the College of Education into your Will or Trust, please contact us so that we have an opportunity to recognize and thank you for your future support.

It is important to include the following suggested testamentary language in your Bequest to ensure that your gift supports your charitable intent:

Unrestricted Gift

“…(specific assets, specific amount, remainder or percentage of estate) to the University of Arizona Foundation, an Arizona nonprofit corporation in Tucson, Arizona, to be used as determined by the University of Arizona College of Education.”

Restricted Gift

"… (specific assets, specific amount, remainder or percentage of estate) to the University of Arizona Foundation, an Arizona nonprofit corporation in Tucson, Arizona, to benefit the College of Education at the University of Arizona. These monies shall be used for _____________________________."

Endowment Gift

"… (specific assets, specific amount, remainder or percentage of estate) to the University of Arizona Foundation, an Arizona nonprofit corporation, Tucson, Arizona, to establish the ____________________ Memorial Endowment Fund or Scholarship to benefit the College of Education at the University of Arizona.  Payouts declared from the endowment fund shall be used for _______________________.  The endowment fund will be managed by the University of Arizona Foundation in accordance with their investment policies as established from time to time."

 

IRA Beneficiary Line

University of Arizona Foundation

Tax Identification Number

The University of Arizona Foundation

86-6050388

 

UA Foundation Address

P.O. Box 210109

1111 N. Cherry Ave

Tucson, AZ 85721

800-845-4877

 

To ensure that your exact intentions are met, we strongly recommend that you consult with your attorney and our staff when preparing your estate planning documents.

 

Other Planned Gift Options:

  • Gifts that pay you income
  • Gifts that protect your assets
  • Gifts of retirement plans
  • Gifts by estate note
  • Gifts of real estate
  • Gifts of life insurance
  • Gifts of appreciated securities

 




Contact the College of Education Development Office for more information:

Lee O'Rourke
Director of Development
520-621-3413
lorourke@email.arizona.edu