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Gift Planning

Pioneer Legacy Society

Pioneer Legacy Society

Overview

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:
 

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.

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to University of Denver a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to University of Denver, a nonprofit corporation currently located at 2199 S. University Blvd. Denver CO 80208, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the University or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the University as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the University as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the University where you agree to make a gift to the University and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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