Planned giving is a great way to support W&L while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
Life Income Gifts
Charitable Gift Annuities
A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.
Charitable Remainder Trust
A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Washington and Lee University. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.
The IRA Charitable Rollover Gift Annuity Plan
You can now make a Qualified Charitable Distribution in exchange for a charitable gift annuity and receive fixed income for life.
Outright Gifts from your IRA
The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Washington and Lee University.
Pooled Income Fund
A pooled income fund is a trust that is established and maintained by W&L. Your gift of cash or securities is combined with other gifts in the fund and as the fund grows, you receive your share of fund income for life.