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 Planned 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 LAW: Federal economic stimulus legislation may affect your giving. Special Tax Incentives for Giving
Getting Started
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
You ONLY have until December 31, 2018. The new tax reform act may limit the benefit of income tax charitable deductions for some. However, donors still can make gifts, and receive tax benefits using the IRA Charitable Rollover.