Planned Giving

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.

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