Planned Giving Home

Welcome to University of Mary Washington Gift Planning
Thank you for your interest in University of Mary Washington. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at UMW who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

Benefits for Family and University of Mary Washington
There are several types of plans. Many of these have wonderful benefits for gift donors, and numerous Mary Washington alumni and friends have enjoyed increased income and generous tax benefits. Please read through their personal stories below.

Please note: Other stories included within this web site are provided as examples to illustrate giving options. Each of those stories is based on an actual gift case or a combination of cases.

Just click on the picture and you can view each Mary Washington story or giving example in detail.

Gift Annuity Enables Alumna to Enjoy Act of Giving
Margaret "Maggie" Walker MacAllister '62 says professors at Mary Washington changed her life. "I loved Mary Washington, and when I first enrolled, I planned to go into the medical field," she explains. More on Gift Annuity Enables Alumna to Enjoy Act of Giving >>.

An Educational Legacy
In 1932 Eugenia "Jean" Ehler graduated from Mary Washington with a major in commercial education. During her years on campus she was involved in numerous activities including the "Bullet" staff, the Kollege Kommercial Klub and Alpha Phi Sigma. More on An Educational Legacy >>.

Alumna Follows Rules of Order
As a professional registered parliamentarian, Virginia Lewis Dalton '40 helps bring order to state and national organizations. More on Alumna Follows Rules of Order >>.

A Retirement Plan that Keeps on Giving
Franklin E. Tillery, a long-standing member of the Heritage Society, is enjoying the benefits of his retirement investments. Those benefits come in the form of UMW students who have been able to further their educational goals. More on A Retirement Plan that Keeps on Giving >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Jan Clarke
Assistant Vice President

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact mhostetl@umw.edu.

If you are a professional advisor, you may take the following steps on this site.