Simple Ways to Make a Planned Gift to CUI
Including “Concordia University Irvine Foundation” in your will is an easy process. The bequest can be specific or general. Contact us so we can assist you with the legal wording and provide examples for your lawyer.
Retirement Plan Assets
Preserve more of your estate for the people and organizations that matter most in your life by designating “Concordia University Irvine Foundation” as beneficiary. Simply submit a beneficiary designation form to your retirement plan custodian.
Individuals, age 70 1/2 or older, can instruct IRA trustees to make transfers to organizations they support without incurring taxable income on those amounts.
Transfer stocks to the “Concordia University Irvine Foundation.” The best stocks to donate are those that have increased greatly in value, particularly those producing a low yield.
Donating appreciated real estate, such as a home, vacation property, land, or commercial property can make a great gift to support the mission of Concordia University Irvine.
A gift of life insurance is a great way to leverage your impact simply name us as the beneficiary. In this way, you can make a sizeable gift through a wise investment.
There are several types of trusts designed to help you make the right gift – Charitable Lead Trust and Charitable Remainder Unitrust produce a value for the University and your family.
Gift in Kind
View our Guide to Planned Giving
Gift non-monetary items of tangible personal property such as art, automobiles, and other personal assets or materials that represent value to Concordia University Irvine.
Request a free copy by contacting the Office of Institutional Advancement at (949) 214-3180 or email@example.com