Gifts made from your estate by will, trust or beneficiary designation

Bequest

Joe and Anna have been faithful supporters of UVU students and programs. They believe it is important to help further our mission.

Using a Beneficiary Designation to Make a Gift

Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged her to update her estate plan.

Gift of a Bank Account When No Longer Needed (POD)

Keith has been a faithful supporter of Utah Valley University and makes regular gifts to support our work. Recently, Keith talked to our staff and expressed his interest in naming Utah Valley University as a beneficiary of his estate, but he wanted to keep the process as simple and inexpensive as possible.

Transferable on Death (TOD) Gifts

Harold and Jeanne married after meeting at an event Utah Valley University held for our donors. They wanted to leave a legacy gift that would support our mission and ensure that we remain financially strong well into the future.

A Bequest to Further Good Work

David and Nancy have always believed in the power of education to transform lives. As longtime supporters of Utah Valley University (UVU), they've seen firsthand how UVU opens doors for students, many of whom are balancing school, work, and family responsibilities, to pursue meaningful careers and create better futures.

Bequest of Insurance

Marla and Wayne purchased a life insurance policy years ago to ensure financial security for their children. As time passed, their children grew up, built successful careers, and became financially independent. The original purpose of the policy had been fulfilled.

A Bequest to Save Taxes

Thomas was a proud alumnus of Utah Valley University (UVU). As a widower, he often reflected on the role UVU played in shaping his life and career. The education he received opened doors to many opportunities, which had greatly benefitted Thomas and his family. He remained deeply grateful for the university's mission to help students build better futures for themselves and their families.

Using a Blended Gift to Reach Your Charitable Giving Goals

Jay and his wife Amy are passionate about supporting Utah Valley University (UVU) and its mission to help students build brighter futures through education. They wanted to make a significant gift of $100,000 to fund a special initiative that would directly benefit UVU students but they also wanted to be thoughtful about how and when they gave.

Tax-Free Sale

Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.

Gifts that provide you and your loved ones with income and tax benefits

Fixed Income for Retirement

After working for decades as a pediatrician in a small town, Patricia is ready to retire. Patricia has enough saved for retirement, but she is concerned about the impact a drop in the stock market would have on her retirement savings.

Capital Gains Tax Bypassed

Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. While their investments increased substantially in value, their potential capital gains tax bill was rising.

Peace of Mind Gift Annuity

Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home. Over the years, Clara's stock has increased in value.

Sale and Unitrust

Gene and Carol purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. This sale would require that Gene and Carol sell their stock, subjecting them to capital gains. Gene and Carol are looking for a way to save taxes.

The Retirement Unitrust

Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm. When Mary was a child, the farm was out in the country. Now that the city has grown, the farm is within the city limits. Several developers would like to build homes on the farmland.

Property Turns Into Income

Miranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.

Flexible Deferred Gift Annuity

Luis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.

Deferred Gift Annuity

Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, as the stock increased in value to $100,000 within three years. Though they were not in need of additional income at the time, the couple decided to cash in on this growth.

Gift Annuity for Real Estate

Jonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000. If Jonathan were to sell the home and use his one-time $250,000 home exclusion, he could offset part of the gain but would still have to pay capital gains.

Give It Twice Trust

While visiting Utah Valley University's planned giving website, June came across the idea of a give it twice trust, also known as a testamentary trust. As a proud UVU alum, she was especially drawn to the opportunity to support first-generation students, a cause close to her heart. She contacted UVU's gift planning office for more information.

Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!

We've all heard the saying, "You can't have your cake and eat it too." It describes wanting two good things at once, even when it seems impossible. Karen and Stephen felt this way while creating their estate plan. They wanted to leave a meaningful inheritance to their children, but they also had a deep desire to support Utah Valley University (UVU) and its mission.

Gifts that support our cause and save you taxes

Reduce Your Taxes with an IRA Charitable Rollover Gift

Margaret was a retired librarian who found joy in giving back. She volunteered at Utah Valley University (UVU) several times a week and made regular donations to support the UVU Fulton Library. But as her taxes began to rise, Margaret started wondering how she could continue doing the extra things she loved, like making charitable gifts, while living on a more limited income.

IRA Rollover: A Gift with Substantial Benefits

Mark was a retired attorney with a significant IRA and substantial income from investments. Over the years, he had made several IRA charitable rollover gifts to Utah Valley University (UVU), a place he deeply admired for its commitment to student success and community impact.

Endowment Gift

Pat and Shelly, both proud Utah Valley University (UVU) alumni, were recently married. Their shared love for UVU had grown over the years through volunteering and staying connected to the university community. They wanted to ensure that UVU's programs, especially those that support students, would continue long into the future.

An Easy Way to Support UVU with Your IRA

Daniel was a retired businessman who had spent years donating to Utah Valley University (UVU). When UVU announced plans to launch a new student-focused program, Daniel was excited to help in a meaningful way.

Part Gift and Part Sale

Susan and Kevin bought a vacant lot along Lake Michigan many years ago. Their dream was to build a second home where their family could spend summers by the lake. But as time passed, Kevin's job kept him in town, and their children grew up before they had the financial resources to build.

Adding UVU to the Gift List

As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends, and loved ones. Last year, Jim and Sharon made an addition to their list and began including their favorite charity, Utah Valley University (UVU).

Planning for Family and Philanthropy

Michael and Kelly, retired engineers with two adult children, had spent years building a comfortable life. They owned a home, held appreciated stocks, and had substantial retirement savings in their IRAs. As they began planning their estate, they wanted to ensure their children were cared for and that their legacy would support causes close to their hearts.

Leading for the Future

Luke and Cynthia spent many years volunteering and supporting Utah Valley University (UVU), a cause close to their hearts. As longtime advocates for education and community development, they wanted to give back in a way that would help UVU fulfill its mission while also caring for their family's future.

Providing for Our Children's Future

Ron and Kathy spent many years building their nest egg for retirement. Confident that their savings and investments would meet their needs, they began thinking about how to provide for their three children and continue supporting the causes they care about.

Avoiding Tax on a Business Sale

Albert was the founder and sole shareholder of a small technology company that he started 30 years ago. At 65 years of age, he began thinking about selling the business.

Maximizing Mineral Income

Walter and May recently retired and moved south to a new retirement community. They still own their 250-acre ranch. Because the ranch has very valuable subsurface mineral rights, Walter and May have been approached several times about entering into a mineral lease that would allow for the production of oil and gas.

Gift for a Loved One with Special Needs

Richard is a successful business owner. His younger brother, Robert, was born with special needs. For the past 10 years, Richard has supported Robert, including paying the costs for Robert's adult care facility.