- Make a bigger difference by giving assets other than cash
- Make a gift to our Foundation now with no cost to you during your lifetime
- Reduce your estate tax exposure, eliminate capital gains, and pass more of your assets to your heirs by making a donation to us
- Make a gift that pays an income to you
Generosity comes in all sizes
Have you ever wanted to make a significant gift to support your alma mater, but something was holding you back? Perhaps you were nervous about world events, or the long-term economy, or the Wall Street rollercoaster.
Lots of things can get in the way when you want to make a real difference for our students. Well, here's some good news: You CAN make a real difference. Planned gifts make it possible and your generosity can make it happen.
Gifts anyone can make
We offer a variety of gift types that enable you to leave a meaningful legacy to secure our future while building a more secure financial future for yourself.
Sound too good to be true? It's not. The advantages of planned giving are real. You
can demonstrate what you believe in, support and preserve your alma mater’s traditions
and values, and enable us to continue our work for generations to come.
Discover How Everyone Benefits from Planned Gifts
| Your Goal | Your Gift | Your Method | Your Benefit |
|---|---|---|---|
| Make a gift that costs you nothing during your lifetime | Gifts Through your Will or Trust ("Bequest") | Include a gift of cash, property, or a share of your estate through your will or trust | A gift that does not affect your cash flow, and you can adjust your gift as circumstances change |
| Make a gift and receive a steady income for life | Charitable Gift Annuity, Charitable Remainder Unitrust, Charitable Remainder Annuity Trust | Share your assets with us in a plan that grves you an income for life and passes the remainder to us | Receive tax-advantaged payments for life, along with a charitable tax deduction |
| Make a gift while leaving more of your estate to your heirs | Gifts of Retirement Assets | Name us as the beneficiary of your retirement plan, and pass less-taxed assets to your heirs | Avoid up to 60% income tax on your retitement asse1s; pass more of your estate to your heirs |
| Make a gift while avoiding capital gains liability | Gifts of Appreciated Securities | Give us appreciated s1ocks, bonds or mutual funds to sell and use the proceeds | Make a significant gift; receive an immediate income tax deduction; pay no capital gains tax |
| Make a large gift at little cost | Gift of Life Insurance | Donate a life insurance policy you no longer need or name us in an existing one | Take a tax deduction now; take possible future deductions through gifts to pay policy premiums |
| Make a gift that preserves your assets for your heirs | Charitable Lead Trust | Use appreciating assets to create a trust that will pay income to us for a period of years, and then pass the assets back to you or your heirs | Shelter your growing assets and benefit PennWest right away; reduce or eliminate gift and estate tax |
Royal Stewart Legacy Society
The Royal Stewart Legacy Society was established to recognize alumni and friends who have planned for the future by naming PennWest Edinboro in their will or trust as a beneficiary or have provided the university ownership of life insurance policy. We offer our sincere appreciate for their generosity and lasting commitment to our students.
Learn More
To learn more about planned giving contact Larry Jamison at ljamison@pennwest.edu.