This is our moment to take bold action, to drive positive change through the transformative power of people and ideas. Join us as we embark on this ambitious journey that we call Ever Brighter.
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The new University of Miami Donor-Advised Fund allows donors to make charitable contributions, receive an immediate tax benefit, and recommend grants to the University and other qualified charities over time. A popular and simple vehicle for effective charitable giving.
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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.
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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 the University of Miami as a beneficiary of your IRA can be a great way to remove highly taxed assets from your estate.
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A beneficiary designation gift is a simple and affordable way to make a gift to support the University of Miami. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the University of Miami.
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You are at: Planned Giving > Create Your Plan
What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal illustration to see the benefits of a plan for you.
Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.Plan Now |
Planned Gifts Calculator
View a presentation that shows the benefits of a planned gift based on your property and goals.View Presentation |
Learn About Wills
There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations below to learn more about wills and estate planning.View Videos |
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.