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    5 Reasons to Tell Us About Your Planned Gift to CWRU

    Here are just five reasons you should consider sharing the information about your planned gift:

    1. RECOGNITION – Documenting your philanthropy allows CWRU to recognize you now, during your life. It allows us to celebrate your commitment and future impact. As a member of the Luminary Society, you will be invited to exclusive donor events and can enjoy the company of fellow alumni and friends at leadership activities.
    2. PEACE OF MIND – Documenting your planned gift helps to ensure your charitable goals are met – now and in the future. The Office of Planned Giving will work with you to confirm that appropriate language is used for endowments, scholarships, naming opportunities, and more. Our staff will ensure that CWRU documents are drafted properly and stored safely.
    3. DESIGNATE A PURPOSE – It is important to record how your contribution will be used. You can share your gift plan by signing a Letter of Intent which identifies your philanthropic goals.
    4. INSPIRING OTHERS – A planned gift is exemplary and serves as a role model for future donors. Your philanthropic legacy can motivate additional donors thereby increasing fundraising totals. Many planned gifts support endowments providing funding for student scholarships, fellowships and faculty support for our top talent.
    5. NO OBLIGATIONS – A Letter of Intent is an expression of your present gift plans. We recognize that your goals need to be flexible. You may change your mind or your financial circumstances may change. Indeed, even listing a gift amount is an approximation, since contributions are subject to unknown future investment returns. Our gift documents will meet your present and future needs.

    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.