Planned Giving Home

Thank you for your interest in the benefits of planned giving.

If you have any questions about the various types of gift vehicles, please call or email our gift planning office and we will be happy to assist you; all inquiries will be kept confidential.

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804-289-8054
Office of Gift Planning

Planning wisely and reaping rewards

For decades, graduates of the University of Richmond have credited their college experience with shaping their lives and character. Many have demonstrated their gratitude by making a planned gift because of their belief in the value of an education from a liberal arts institution with a coordinate system of student government.

Investing in the future

A planned gift is an investment in the future. Investing in UR means assurance of the continuation of academic standards and traditions; the same standards and traditions that have existed for decades and will move the University into the future. Planned gifts support scholarships, leaning opportunities for students, faculty development, chairs, lectureships, building projects, etc.

Making a Difference

Planned giving donors make a difference. Your planned gift can insure the enduring success of the University for generations to come. Depending on your circumstances and the type of planned gift you choose you can receive income from your gift while at the same time save on taxes and pass more of your assets to the University tax free.

Donors at all income levels are discovering the personal satisfaction of planned giving and that often they are able to make a gift that would have otherwise not been possible. The donor stories illustrate how planned gifts have helped donors with their philanthropic desires.

What is Planned Giving?

A planned gift is a gift made in conjunction with your financial plan, retirement plan or estate plan. Our goal in the Office of Gift Planning is to provide you with the guidance to enable you to provide for yourself and your family while at the same time making a gift that is meaningful to you. There are many options available to meet this goal.

Charter Associates

Our planned giving donors become members of a very special group called the "Charter Associates." This group consists of donors who have committed to a planned gift with the University of Richmond. Mailings and events are planned for the "Charter Associates" to keep them informed about issues that concern them. Annually there is a luncheon "Gathering of the Charter Associates" which is our way of thanking our loyal donors.