• Donor-Advised Funds

    The new University of Miami Donor-Advised Fund allows donors to make charitable contributions, receive an immediate tax benefit, and recommend grants to the U and other qualified charities over time. A popular and simple vehicle for effective charitable giving.

  • CARES Act and Other Opportunities

  • A charitable gift could bring a lifetime of benefits

    • You may enjoy a wide variety of tax savings and other benefits
    • You will have the satisfaction of helping UM fulfill its mission
    • You will leave a legacy at UM for generations to come
  • Charitable Gift Annuity

    By donating cash or stock, you can receive a fixed payment from UM for the rest of your lifetime and benefit the U.

  • Gifts of Real Estate

    Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to the University of Miami.

  • IRA Gifts

    If you are 70½ or older you may be interested in a planned gift that reduces the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can support UM while benefiting yourself. Or at any age, designating UM as a beneficiary of your IRA can be a great way to remove highly taxed assets from your estate.

  • Bequests

    By designating the University of Miami as a beneficiary in your will, trust or beneficiary designation form, you’re ensuring the future of the University.

Join the Heritage Society

By becoming a member of the Heritage Society, you help the University of Miami meet the challenges of tomorrow by leaving a legacy for future generations. The Heritage Society connects individuals with the University and establishes a meaningful and enduring relationship with donors and their families.

Membership is open to all individuals who include the University of Miami in their estate plans or make a planned gift through one of the designated vehicles.

Members receive the following benefits:
  • Heritage Society certificate
  • Heritage Society historic ibis pin
  • Recognition in the UM honor roll (with permission)
  • An invitation to our donor recognition luncheon held every other spring
  • Invitations to other University events
To confirm your planned gift, please provide a copy of the appropriate pages or sections of a will, trust, or other estate planning document or please sign our Statement of Support, a non-binding letter confirming your intent to make a planned gift to UM. Once we have confirmation of your planned gift, you'll be welcomed into the Heritage Society. If you have not notified us of your plans, we encourage you to contact us at the Office of Estate and Gift Planning so that your intentions are acknowledged and we can thank you and recognize your generosity and commitment to the University of Miami.

28th Annual Heritage Society Luncheon

The Heritage Society luncheon was held on April 10, 2018, to thank donors who have made planned gifts to the University and induct the society's newest members. Click here to read the story.

Let Us Know

Already included University of Miami in your estate plans? Click here to let us know.