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Planned Giving

Planned gifts make the most significant impact of any gift at William Carey University. As most donors carry their largest assets in the form of investments, life insurance, or their estate itself, any donor that wishes to dedicate a portion of these assets to the university will make a tremendous impact. These donations may be in the form of stock, bonds, real estate, retirement assets, life insurance, or other funds through a bequest or trust.

 

Please view the following options for planned giving:

Gifts of Stocks and Bonds

A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.

Gifts of Retirement Assets

A gift of your real property (such as your home, vacation property, vacant land, farmland or ranch or commercial property) can make a great gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to us.

Gifts of Retirement Assets

A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift. By making a gift of your retirement assets, you will help further our work.

Gift of Insurance

A gift of your life insurance policy is an excellent way to make a gift to Carey. If your life insurance policy is no longer needed or will no longer benefit your survivors, consider making a gift and help further our mission.

For more information on planned giving to William Carey University, contact the Office for Advancement at 601.318.6542 or advancement@wmcarey.edu.