Pioneer Legacy Society
The Pioneer Legacy Society was established to honor all those who have taken the special step of including DU in their long-term plans through an estate commitment, life-income gift, or other deferred giving arrangement.
The Pioneer Legacy Society celebrates and promotes the tradition of generosity, connectedness, and trust at the University. If you would like to learn more about ways to include DU in your plans, please contact us for a confidential consultation.
How to Join
The following types of commitments qualify you for membership:
- an estate commitment in your will or revocable trust
- a life-income gift that names DU as a remainder beneficiary, such as a charitable remainder trust or a charitable gift annuity
- a charitable lead trust that provides income to DU for a donor's lifetime or a term of years
- a gift or assignment of qualified retirement plan assets, such as an IRA, 401(k) or 403(b)
- a gift of life insurance
- certain other planned gifts
If you have already included DU in a bequest or other planned gift, we hope you will let us know. Sharing the news of your estate commitment or other planned gift allows us to extend our gratitude and to discuss with you the impact you would like your gift to have. We acknowledge and respect those who wish to remain anonymous, but we urge you to let us know of your plans on a confidential basis as it supports DU's planning for the future. If you have not yet included DU in your plans and you would like to explore the best options for you and your family, please contact us. We are happy to assist you on a confidential basis.
Benefits of Membership
In an effort to preserve your legacy for the purpose it is intended, we have chosen a few simple ways to recognize your commitment. Each new member will receive a DU-branded commemorative gift that we hope you will treasure for years to come.
In addition to this small expression of gratitude, you will also receive special invitations to University events and lectures, including an exclusive invitation to the Annual Pioneer Legacy Society Event. Lastly, as a member of The Pioneer Legacy Society, you will receive timely information, tips, and ongoing professional gift planning services from the Office of Gift Planning.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.