Leave a Lasting Legacy
A planned gift is a simple, but powerful way to invest in the future of CWRU. Planned gifts take many forms and offer a variety of benefits to you and your family. The goal of planned giving is to fulfill your philanthropic wishes in coordination with your overall financial and estate planning. The professional staff of the Office of Strategic Giving partners with you and your advisors. Together, we will create a plan that allows you to achieve your charitable, financial, and estate planning goals, while supporting the mission of Case Western Reserve University.
Planned giving services are confidential and collaborative, and they are provided without obligation. Let us know how we can assist you by contacting one of our planned giving professionals.
NEW: Another ACGA rate increase! Learn how that could mean more income for you.
There are many planned gifts that won’t affect your existing financial resources, but will have a significant impact on Case Western Reserve University. Give to the institution you care so much about, while maintaining control and flexibility.
Tax-Smart Giving from Your IRA
The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Case Western and satisfy your Required Minimum Distribution (RMD).