Planned Giving

All Planned Gifts allow you to reduce the value of your taxable estate and ultimately maximize the amount you pass on to your loved ones.  Planned giving options include:

Bequests

A gift to Edinboro University by will or trust is a creative way to help the University in the long term, while still sustaining full control of your assets during your lifetime.  Each bequest to Edinboro University serves as a legacy to future generations and helps secure the future of the organization.  Every bequest - no matter what the size - provides benefit to our students, professors and researchers.

You may make a gift of cash, securities, real estate or other assets by providing in your will or trust for a bequest to Edinboro University. Your gift may be a specific bequest of a designated sum or may be a percentage of your residuary estate.  The value of your bequest to Edinboro is fully deductible for estate tax purposes.  A bequest can be a useful and advantageous addition to your estate plan, whether outright or to fund a planned gift.

Charitable Reminder Trusts

A charitable remainder trust is a powerful tool for (1) providing funds for you and your loved ones, and (2) making a generous gift to Edinboro University.  It allows you to transfer assets into a separately managed trust that will provide you and/or your beneficiaries with payments for life or for a specific term of years. 

For addtional information, please contact the Development and Marketing Office at (814) 732-2992 or email Bruce Whitehair.