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Planned Giving

When you include a gift to Georgetown as part of your legacy, you are continuing a tradition that has spanned centuries: a tradition to educate young women and men to act in the service of others.

Below are some of the most common ways to give, including gifts from an estate, gifts that provide income for life, and gifts using creative funding assets. You can also view our planned giving chart to see what kind of gift may be right for you.

Ways to Include Georgetown in Your Planning

One of the simplest ways to create a legacy with Georgetown is through a bequest in your will or trust. You can leave a specific amount, percentage, or all or a portion of the remainder of your estate to the program or school that is meaningful to you.

Naming Georgetown as the beneficiary of a retirement account, insurance policy, or bank or brokerage account may offer significant tax benefits and is easy to update should your plans change in the future.

A gift of real estate such as a residence or commercial property may be a meaningful way to make a gift to Georgetown.

You may be able to use appreciated stock, bonds, or mutual funds to make a gift to support Georgetown that provides a charitable deduction while also avoiding capital gains taxes.

If you’re 70 ½ or older, this is a tax-smart way to make a gift to Georgetown while decreasing your taxable income. If you are 73 or older, these gifts will also help meet your Required Minimum Distribution.

Careful planning can help unlock the power of illiquid assets, allowing you to reach your philanthropic goals while realizing additional tax benefits.

A contract with Georgetown that provides fixed payments for life for you and/or a loved one while also making a gift to a school or program that is meaningful to you.

A trust that generates fixed or variable income for you and/or other beneficiaries for life or a term of years, with the remainder of the trust eventually becoming a gift to Georgetown.

A creative way to pass on assets to your family while reducing or eliminating gift or estate taxes.

Gifts of art, collections, or other personal property may provide a creative way to make a gift to Georgetown.

Use your existing Donor Advised Fund to make a gift to Georgetown, or include the University as a remainder beneficiary of your fund.

Request our estate planning guide, a helpful resource in putting together your estate plan.

Resources

Information for those assisting clients in including Georgetown as part of their planning or who are administering an estate or trust.

Ready to make a planned gift or want to share information about an existing gift? Learn how to be recognized (or remain anonymous) for your philanthropy.

Learn more about inspiring Georgetown alumni and donors.

Contact Us

We’re here to answer any questions you may have about making a planned gift or maximizing your philanthropy with Georgetown. For more information, contact the Office of Planned Giving by phone at (800) 347-8067, email plannedgiving@georgetown.edu, or complete the information request form. For questions related to estate administration, please contact Jessica Enriquez, our Director of Planned Giving Operations, at ji156@georgetown.edu.

 


The information on this website is not intended as legal, financial, or tax advice. Please consult an attorney, financial advisor, or tax advisor in your planning.