Welcome to Our Planned Giving Webpage

Planned Giving Articles

  • Virginia Slusser is making a difference

    Virginia Slusser: Making a Difference

    By Magazine Editorial Team

    Not many people outlive their life insurance policies. At 100 years old, CUI donor Virginia Hoffman Slusser just did.

    Tags: faith, development

  • Kelly and Cheryl Keithly in the warehouse

    Sowing Into the Future: Seeds of Faithfulness

    By Ann Ashmon

    In the 1970s, Kelly and Cheryl Keithly heard a pioneering educator named Charles Manske, Concordia’s founding president, speak at their church about the vision for a Lutheran university in Southern California. His presentation inspired the young couple.

  • Edward Grafe

    A History of Generosity

    By Magazine Editorial Team

    Edward Grafe, 94, survived the Japanese bombing of Pearl Harbor on December 7, 1941. After the war he built a successful insurance business in San Diego, retiring in the 1980s. From CUI’s founding as Christ College in the 1970s, Grafe has been a generous financial supporter and established a scholarship for students with plans to become pastors or teachers.

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Join the Great Commission Society

Planned Gifts Establish a Christ-Centered Legacy

The Great Commission is the central theme in Concordia University Irvine's mission: Concordia University Irvine, guided by the Great Commission of Christ Jesus and the Lutheran Confessions, empowers students through the liberal arts and professional studies for lives of learning, service, and leadership.

To successfully carry out this charge, Concordia relies on its family of donors. The Great Commission Society was founded to honor individuals and families who have remembered Concordia through planned gifts, referring to bequests designated in wills and living trusts, and to gifts such as charitable remainder trusts and charitable gift annuities that provide lifetime income for donors that can be used by Concordia at a later date.

By giving a planned gift, donors establish a legacy of sending Christ-centered graduates into the world for generations to come. For this reason, Concordia University holds the members of the Great Commission Society in great honor and prestige.

For more information, please contact Jonathan Howard '04, Director of Planned Giving, at (949) 214-3535 or [email protected]

Ways of Giving

Ways of Giving
There Are Many Ways to Make a Planned Gift

Simple Ways to Make a Planned Gift to CUI

Types of Gifts

Bequest

Including Concordia University Irvine in your will or Living Trust is an easy process. The bequest can be specific or general, a percentage or flat amount. Contact us so we can assist you with the legal wording and provide examples for your lawyer.
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Beneficiary Designation

Consider making Concordia University Irvine a beneficiary of an asset, or a portion of an asset, in your estate. A will or Living Trust is not needed.
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Charitable Gift Annuity

A Charitable Gift Annuity is a great way to secure guaranteed lifetime income for yourself while remembering Concordia University Irvine with a planned gift after your death. You also receive an immediate tax deduction for a portion of the gift.
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Charitable Remainder Unitrust(CRUT)

A Charitable Remainder Unitrust will supply annual, quarterly or monthly income for your lifetime or for a specific number of years chosen by you. You choose the payout percentage of the CRUT and receive an immediate tax deduction for a portion of the gift. Once the term ends, Concordia University Irvine receives the remaining value of the CRUT.
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Testamentary Charitable Remainder Unitrust(TCRUT)

A Testamentary Charitable Remainder Unitrust works exactly like a traditional CRUT but the income payments do not start until your death. A TCRUT makes sure your beneficiaries receive their inheritance spread out over a set number or years or over their lifetime instead of one lump sum.
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Type of Assets

Appreciated Assets

Real Estate or Stock investments are assets that can increase significantly over time and will incur capital gains tax if sold. Consider using these assets to fund a planned gift to Concordia University Irvine.
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Life Insurance

A gift of life insurance is a great way to leverage your impact simply by naming Concordia University Irvine as a beneficiary. In this way, you can make a sizable gift through a wise investment.
More info »

Retirement Accounts

Preserve more of the tax free assets in your estate for your family by donating your tax-deferred retirement accounts(401k’s, 403b’s, IRA’s) in a planned gift to Concordia University Irvine. In fact, beginning at age 72, a withdrawal from your IRA called a Required Minimum Distribution(RMD) is mandatory every year!
More info »

View our Guide to Planned Giving

Request a free copy by contacting the Office of Institutional Advancement at (949) 214-3180 or [email protected]

Bequest

Bequest

Testamentary Charitable Remainder Unitrust(TCRUT)

Life Insurance

Beneficiary Designation

Appreciated Assets

Charitable Gift Annuity(CGA)

Retirement Accounts

Charitable Remainder Unitrust(CRUT)

New to estate planning? Looking to get started?

View our Estate Planning webpage

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