Things to Consider

Dorms

At each stage of your life there is something you can do to support your philanthropic plan.

 

In your 20s and 30s

  • Connect with Grand Valley and discover your philanthropic passion(s) within the university.
  • Develop a habit of giving by making an annual gift to Grand Valley.
  • Set up your first will, or trust, and become a recognized active member of the Gillett Society by including a bequest to Grand Valley in your estate plan.

 

In your 40s and 50s

Continue to update and revise your will and estate plan where necessary.

Then consider:

  • Making a gift of stocks, bonds, or other securities.
  • Designating a percentage of your retirement plan assets to benefit Grand Valley after your lifetime (401k, 403b, IRA, etc.)
  • Contributing a life insurance policy (paid in-full) you no longer need and/or naming Grand Valley as a beneficiary.

 

In your 60s and post-retirement years

The most important time to think about gift planning

Continue to update and revise your will and estate plan where necessary.

Then consider:

  • Setting up a charitable gift annuity to Grand Valley and receive fixed payments for life.
  • Arranging a charitable remainder trust (unitrust, annuity trust, lead trust) and naming Grand Valley as the beneficiary.
  • Making a gift of real or personal property.


Because every gift plan is tailored to your needs, and state laws vary, we also recommend that you consult with your financial or legal advisors before making your gift.

 
 
 
 

Back to Planned Gifts.