Estate Gifts

• You want to leave money to Moravian University in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both! In as little as one sentence, you can set up your gift as a bequest. This type of gift to Moravian University in your will or living trust helps ensure that our students continue to discover their brilliance.

IRAs and retirement plans - Money in an employee retirement plan or IRA has yet to be taxed. When a distribution is made from your retirement plan account to a beneficiary, that person will owe federal income tax. Consider leaving your loved ones less heavily taxed assets and leaving your retirement plan assets to Moravian University. As a nonprofit organization, we are tax-exempt and will receive the full amount of what you designate to us from your retirement plan.

Life insurance policies - When the original purpose for a life insurance policy no longer applies, you can give it to Moravian, even if it is only partially paid up. Also, you can purchase a new life insurance policy and name Moravian the owner, or simply name Moravian as the beneficiary of a policy you already own.

Donor Advised Funds (DAF) - Not only can you direct gifts from your DAF to Moravian University, but you can also make Moravian a beneficiary of your DAF.