A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit UVM in ways that may not be possible through lifetime gifts.

If your estate is subject to estate tax, giving through your estate plan generates a charitable estate tax deduction, which may result in substantial tax savings. You may direct all or a portion of your estate to UVM.

Bequests

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit UVM.
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Sample Wording for Will or Trust

Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust.
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Beneficiary Designation

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
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Talk to Us

For more information, please contact Cheryl Brodowski, Director of Legacy Giving:

phone(802) 656-8417

Cheryl.Brodowski@uvm.edu

 

Quotation MarkI give back because people’s journeys in life are important to me...especially when it moves the needle toward civility, kindness, equity, and justice."

- WANDA HEADING-GRANT ’87, G’03