• Planned Giving

    Welcome! Thank you for your interest in planned giving at Case Western Reserve University. Planned gifts take many forms and offer a variety of benefits to you and your family. The goal of planned giving is to fulfill your philanthropic wishes in coordination with your overall financial and estate planning. The professional staff of the Office of Planned Giving partners with you and your advisors. Together, we will create a plan that allows you to achieve your charitable, financial, and estate planning goals, while supporting the mission of Case Western Reserve University.

    Planned giving services are confidential and collaborative, and they are provided without obligation. Let us know how we can assist you by contacting one of our planned giving professionals.

    Donor Stories
    Donor Stories
    Learn how others have made an impact through their planned gifts to CWRU. Explore the many benefits of charitable gift planning.
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    Luminary Society
    The Luminary Society honors alumni and friends who have made a planned gift to CWRU.
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    IRA Rollover
    IRA Rollover
    If you are 70½ or older, you may be interested in a way to lower the income and taxes from your IRA withdrawals. With an IRA charitable rollover, you can benefit yourself and help us continue our mission.
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    Our Mission
    "Think beyond the possible" is more than a motto at Case Western Reserve University. It exemplifies our approach, and obligation, as an institution of higher learning.
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    The information provided by the Office of Planned Giving on this website is intended to provide general information that may be helpful to you in your charitable, financial and estate planning. It is not intended and should not be taken as legal, tax or other professional advice. Figures, calculations, and tax information are based on federal tax laws, regulations, rulings, and rates applicable at the time the information was prepared and are for illustration purposes only. Individual state laws may affect the availability of gift annuities. You should always consult with an attorney, accountant or other professional advisor for advice or assistance with your particular financial situation.