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“I … wish to provide a bequest in aid … of the University of Kansas. … The best way to do this is to make use of … the Kansas University Endowment Association.” — Elizabeth M. Watkins, 1930
You may be able to create more opportunities, and give more back to KU, than you think possible. The key? Gift planning, a term that applies to several types of gifts. In essence, planned gifts are arranged now to benefit the university later.
Gift planning can reduce taxes on your income and estate, resulting in a larger gift. Many planned gifts bring additional advantages, such as steady, secure income for you. Planned gifts can include cash, securities, retirement plan assets, real estate or life insurance proceeds, and more.
Please consider these gift options:
For answers to questions about gift planning, contact Jack Schwartz, director of gift planning at the main campus, at 785.832.7327, or Nell Lucas, senior director of gift planning at the KU Medical Center, at 913.588.5551.
Jack and Nell will work with you to devise the most beneficial gift for you, your family and KU. Consult with your attorney and tax adviser to determine how various options might affect your personal tax and estate-planning objectives. If you’ve already included KU in your estate plan, contact Jack or Nell to ensure that your gift is properly recognized and that your intentions are carried out.
These gifts are very flexible and can serve KU, and you, in many ways. Planned gifts to KU Endowment can support KU, the KU Medical Center, the School of Medicine-Wichita, the KU Edwards Campus or The University of Kansas Hospital.
The Elizabeth M. Watkins Society recognizes those who have made an estate plan or other deferred gift arrangement with KU Endowment that will ultimately benefit the University of Kansas.
The Bell Legacy Society recognizes donors who have made estate gifts or other deferred gifts to The University of Kansas Hospital.