Annual Fund Gifts
The University of Evansville relies on annual gifts to the Alumni Scholarship Fund, Parents' Fund and Friends for Educational Excellence Fund to truly make a difference in the lives of our students. These annual gifts cover what tuition does not, plus they demonstrate to corporations, foundations and national college-ranking organizations that our alums, parents and friends feel strongly enough about UE and its students to make a gift, no matter the size, each and every year.
Payment options include cash, check, credit/debit card, and monthly bank withdrawals. Payments may be arranged over the phone or on the "Make a Gift Now!" page.
To discuss making your annual gift, please contact Robin Greenlee, Director of Annual Giving, at (812) 488-2273 or annualgiving@evansville.edu.
Reunion Giving
Reunions are a special time when individual classes can enhance their legacy with the University of Evansville. Reunion gifts, made through the class giving project, generate excitement among the reunion class and restore a renewed sense of pride in their alma mater. Alumni are encouraged to make a gift above and beyond what they already give in honor of their reunion class. Many alumni choose to make a five year commitment in honor of their reunion class as a way to show continued support of the University of Evansville.
To make a gift online in honor of your reunion class, click on “Giving to UE” and then select “Make a Gift Online.” Designate your gift to your class year!
For more information about Reunion Giving or how to become involved in your Reunion Gift Committee, please contact Emily Sights '07 at (812) 488-2440 or es70@evansville.edu.
Matching Gifts
Many companies set aside philanthropic dollars for higher education and allocate those funds through matching gift programs. These programs allow employees, and sometimes retirees and directors of the company, to make a contribution to an institution which is then matched by their company. Matching levels vary from one company to another, but regardless of the match percentage, these gifts represent a significant source of funds for scholarships and grants for University of Evansville students.
Although procedures for matching gift programs vary, matching gift forms are usually obtained through the employer's human resource office. The employee sends the signed form with a check made payable to University of Evansville. The rest is handled by the University and the employer.
Find out if your employer participates in a matching-gift program.
Planned Giving
Planned gifts result from thoughtful consideration that incorporates a donor’s charitable gift into his or her overall financial, tax and estate planning objectives with the results being maximum benefits for both the donor and the University of Evansville. Donor’s assets, rather than income, are typically used to make planned gifts which can be outright gifts, deferred gifts or a combination of the two.
The professional staff of the University of Evansville can assist donors in finding giving strategies that accomplish personal, family and business goals in harmony with long-term charitable goals. Our staff is dedicated to finding the most advantageous, effective, and rewarding method for each donor to make his or her gift. We are happy to work with you and your financial and legal advisors without cost or obligation.
To discuss your charitable giving alternatives, contact Jeff Lake, Director of Gift Planning and Capital Support: 812-488-2706; 800-423-8633; jl113@evansville.edu.
Click here to see a summary of giving possibilities in our brochure, Options for Giving.
Popular Gift Choices
Bequest in Will
The most popular method of deferred giving is to include a bequest in the will. Bequests can be for general use or designated to support a particular program or scholarship. The estate receives a deduction for the bequest amount, thereby reducing the value of the estate and possibly reducing or eliminating the estate tax. Our office can provide you with sample language to include in your will.
Charitable Gift Annuity
A charitable gift annuity is a contract between you and the University of Evansville and one of the simplest ways to make a gift. You transfer cash or marketable securities to UE and we agree to pay a fixed quarterly or annual amount to you and/or another beneficiary. The annuity rates of return are based on the beneficiary’s age. You can claim a current charitable deduction for a portion of the transfer and a portion of each annuity payment is treated as a tax-free return of principal. If the gift annuity is funded with long-term appreciated stock, then the capital gains are spread out over a number of years.
Deferred Gift Annuity
A deferred gift annuity is similar to the charitable gift annuity except that the charity agrees to pay the annuity starting at a future date. You can take an immediate charitable deduction for the gift portion of the transfer. When the payments begin at a later date, a portion of each payment will be tax-free.
Charitable Remainder Trust
A charitable remainder trust is an irrevocable trust. You transfer property to the trust and the beneficiaries receive regular payments for a period of years or for life. When contributing highly appreciated stocks or property, capital gains taxes are avoided. You receive an immediate income tax charitable deduction for the portion of the transfer considered a gift to the University of Evansville. If a unitrust is created, you will receive a fixed percentage of the trust assets as valued annually. If an annuity trust is created, then the amount is fixed based on the initial fair market value of the trust (cannot be less than 5%). Trusts can be established with hard to value and illiquid assets, such as real estate, closely held stock, and partnership interests.
Charitable Lead Trust
A charitable lead trust provides payments to a charity for a term of years. After the term expires the property passes to the donor or to non-charitable beneficiaries. A lead trust is an excellent vehicle for transferring assets to family members at a reduced tax cost.