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800-837-1290

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412-419-3772 (standard text/SMS rates will apply)

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chathamadmissions@chatham.edu

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Giving Through Your Estate to [charity_name]

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit Chatham in ways that may not be possible through lifetime gifts.

If your estate is subject to estate tax, giving through your estate plan generates a charitable estate tax deduction, which may result in substantial tax savings. You may direct all or a portion of your estate to Chatham. 

FreeWill

Did you know that over half of Americans don’t have an estate plan? Many assume estate plans are only for the wealthy, but the truth is that everyone needs a legal, up-to-date will. Your estate plan can outline your intentions, protect your beneficiaries, and reduce estate taxes.  

Chatham University has partnered with FreeWill, an online software tool that allows individuals to create a simple and legally valid will in under 20 minutes. As a benefit to our alumni, Chatham has covered the cost of this service for you. Many alumni choose to include a charitable gift to their alma mater or another charity, but there’s no obligation to do so. Including Chatham in your will can be as simple as naming a dollar amount, a specific asset, or a percentage of the remainder of your estate.   

You deserve the peace of mind a plan can bring. If you choose to include a legacy gift to Chatham University, your commitment will support future generations of students as they learn and grow during their academic journeys.  

Bequests

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Chatham.

Bequest Language for Donors

Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust.

Beneficiary Designation

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.