Planned Giving and James Madison University

Recent News! You have a unique opportunity to help us with an IRA distribution. New legislation was recently passed - click here for more information.

 

The following pages will offer ideas as to how you can be a part, truly a partner, in the shaping and developing of our future through your gifts and support of James Madison University. Your rewards will be more than the potential tax savings. In helping others can be found unequaled personal and emotional fulfillment …cherished moments that can't be duplicated in any other way.

There are as many different ways to support JMU as there are needs for your support. Planning a gift is more than just finding a need. There are a lot of factors to consider. If planned giving is a new thought, you might want to take a moment to consider some of the factors. Another reference tool for your use is our chart briefly describing some of the charitable means that are available to you - see How Can I...?

The stories that follow this page share some of the different ways people can become partners with us in changing lives. Take a moment to see how people - perhaps in circumstances similar to yours - have found ways to support  causes that are important to them - the way James Madison University is important to you. Just click on the links below.

BequestsGifts of Appreciated Stock
Charitable Gift AnnuitiesCharitable Remainder Trusts
Deferred Charitable Gift AnnuitiesLiving Trusts
Charitable Lead TrustsGifts of Retirement Assets
Gifts of Life InsuranceGifts of Real Estate

Sonner LakeIf you have already included JMU in your estate plans, please let us know by calling us or filling out our estate intention form. We would enjoy the opportunity to thank you and would like to make sure your intentions are carried out properly. If you have not yet made out a will, regardless of your charitable intent, please consider this.

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.

The following button will open a new browser window allowing you to read about news and information as it relates to planned giving. To return to these pages, please close the new browser window. You can also use the box below to have our news and information e-mail sent to you quarterly.

Join our e-mail news and information list and receive link to News and Information pagequarterly e-mails of news relating to planned giving. Just enter your e-mail address and name here and press go. Your email will not be shared (see our privacy policy).

In addition, should you have any concerns regarding the privacy of information you might furnish us, please visit our privacy statement page. Now click here to meet Pamela and Bob and learn of their experience with appreciated stock and bequests.


Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for James Madison University by Future Focus.
Please report any problems to webmaster. Revised: February 19, 2009 12:30.