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.

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
The late Franklin E. Tillery was a member of the UMW Heritage Society for many years and said he enjoyed many benefits. Those benefits came in the form of UMW students who have been able to further their educational goals. More on A Retirement Plan that Keeps on Giving >>.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.

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.