More Information on Planned Giving
Bequests to the University of Lynchburg have long been a major source of support for the University. Each gift, no matter how large or small, contributes to the University’s financial stability and strength.
Including the University of Lynchburg in estate plans can be as simple as naming the University in a will or living trust or designating it as the final beneficiary of retirement plan assets or life insurance policies.
Those who make annual gifts to the University often choose to continue their support by creating an endowment that begins after an estate is closed. This ensures that gifting continues perpetually.
A gift to the University of Lynchburg through estate planning qualifies estates for a charitable tax deduction. It also allows benefactors to join our Hopwood Society, an honorary giving society.
Begin your legacy with us
To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through creating your will or trust. It’s easy to use, accessible online and can be completed in 20 minutes. You can use this resource on its own, or use it to document your wishes before finalizing your plans with an attorney.
Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.
Non-probate assets
Do you have an IRA, 401(k), life insurance policy, or other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.
Contact:
Shawn P. Wood
Assistant Vice President for Development
434.544.8450
wood_sp@lynchburg.edu
