Giving > Ways of Giving

Ways of Giving

In making the decision to set up a planned gift or scholarship, or contribute directly to Walsh University's Annual Fund or Capital Campaign, individual circumstances vary. While tax and estate plan considerations are usually not primary reasons to become involved, federal and state tax laws may have an impact on the best way to contribute. To make a gift, please contact Bridgette Neisel, Vice President of University Advancement and University Relations at (330) 490-7337 or email bneisel@walsh.edu

Giving options include:


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Outright Gift
The simplest way to make a gift is in the form of cash, check or money order. Gifts of Securities and Other Appreciated Property Appreciated assets are valuable gifts. No capital gains tax is due on the appreciation, and you receive a charitable deduction for the full fair market value.

Life Income Gifts
Donors may transfer cash, securities and/or real estate to Walsh University with the understanding that they or their designated beneficiaries will receive income for life or a term of years. Life Insurance and Retirement Plan Assets Donors can name Walsh University as owner and/or beneficiary of a life insurance policy or qualified retirement plan.

Estate Plan Gifts
Bequests by wills, irrevocable trusts and revocable trusts are an important way in which Walsh University builds its endowment.

Walsh University urges you to seek the advice of your attorney, accountant, banker, broker or other financial advisor, and we suggest you and your financial counsel consult our Development Staff before reaching a final gift decision.

 

 





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