Planned and Special Gifts
The future of Concordia University Irvine is being planned today by alumni, friends, faculty and staff who, through their foresight and faithfulness, are choosing to leave their legacy to generations of Concordia Eagles.
Whether as a bequest, gift annuity, charitable trust or other arrangement, we welcome your support through a planned gift – a category of giving from which you could also benefit. Below are a number of options available to you.
Contact Dennis Cox, Director of Planned Giving, at (949) 214-3182 or email him at [email protected] for more information. Much more information can also be found on our Planned Giving website.
Planned Giving Workshop Series
Retirement and Estate Planning Workshop
Did you know that 55% of Americans are in danger of not being able to cover basic expenses when they retire and do not have a Will or other estate documents in place? The five years leading up to retirement are the ideal time to take stock of how prepared you are for the changes ahead.
You are invited to attend a Retirement and Estate Planning Primer to learn how to be better prepared for these lifetime events. The target audience for this workshop is people around 45 to 65 years old, although others are invited to attend. Topics covered will include the many sources of retirement income, including tax-deferred retirement plans, when to start collecting Social Security, etc. and Probate, Wills, and Revocable Living Trusts (what do you need and what do you want to avoid?).
Tuesday, September 22, 2015 at 6:30 - 8:00 pm,
Saturday, Setpember 26, 2015 at 9:00 - 10:30 am
Concordia University Conference Center, 3rd Floor, Robert Alan Grimm Hall
1530 Concordia West, Irvine, CA 92612-3203
Cost: FREE (Refreshments will be provided)
Robert G. Meaux ’00,
Financial Consultant, Thrivent Financial
CA Insurance ID No. 0D05679.
Mr. Dennis Cox
Director of Planned Giving
Concordia University Irvine
For more information, please contact Grace Saldana, at 949-214-3185 or [email protected].
Planned Giving Options
Including us in a bequest/will is an easy process. The bequest can be specific or general. You can give the direction and we can help with the legal "wording" and provide examples for your lawyer.
The best stocks to donate are those that have increased greatly in value, particularly those producing a low yield.
The new law states that people age 70 1/2 and older can instruct IRA trustees to make transfers to organizations they support without incurring taxable income on those amounts.
You can donate a life insurance policy to us, or simply name us as the beneficiary. What about us owning, but the donor making payments? Those payments are then gifts…
If you own property that has appreciated in value, an outright gift of your real estate may be a simple solution.
Retirement Plan Assets
Preserve more of your estate for the people and organizations that matter most in your life by making arrangements now for a gift to the University.
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
Gifts-in-kind are non-monetary items of tangible personal property such as art, books, equipment, automobiles, and other personal assets of materials that represent value to Concordia University Irvine.
"Put your hope in God who richly provides us with everything." 1 Timothy 6:17b