Planned Giving Home

Donors

Planned Giving Home

Donor Stories

Advisors

Planned Giving Advisory Council

Welcome to the University of Evansville's Planned Giving Site

Thank you for your interest in the University of Evansville. Our hope is to serve you and your family with helpful information. We have an increasing number of alumni and friends of the University who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. Please feel free to contact me at 812-488-2272 or at am275@evansville.edu if I can be of assistance. Thank you.

Abigail Miley

Abigail Miley
Director of Gift Planning
and Capital Support

Wills Guide

Click here to learn more.

Benefits for Your Family and the University of Evansville

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Mrs. Betty Worthington's Generosity
Legislation allowing tax free transfers of IRA's for those 70½ and older expires at the end of this year. As much as $100,000 can be transferred to the University tax free and the transfer also counts toward the minimum required distribution under IRA procedures. More on Mrs. Betty Worthington's Generosity >>.

THE KELLY'S
Lucille is a 1970 graduate of the University with a BS in Nursing. Her husband was a surgeon at Welborn Baptist Hospital in Evansville. More on THE KELLY'S >>.

The Vaughn's Legacy
Alma and D. W. Vaughn graduated from Evansville College in 1934 and 1931 respectively. Alma was a lifetime trustee, serving for 46 years. More on The Vaughn's Legacy >>.

The Koehler's - Today's Promise and Tomorrow's Legacy
David is a family physician in private practice on the north side of Evansville. He is a native of Evansville who graduated from UE in 1992 with a degree in chemistry. More on The Koehler's - Today's Promise and Tomorrow's Legacy >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact am275@evansville.edu.

If you are a professional advisor, you may take the following steps on this site.