Other Ways to Support Georgetown

In choosing to include a gift to Georgetown as part of your legacy, you are continuing a tradition that has spanned centuries: a tradition to educate young women and men to act in the service of others. Below are some of the additional ways to make a gift that provides significant tax benefits while still supporting Georgetown. Visit giving.georgetown.edu/ planned-giving to learn about other creative ways to make a gift now or include Georgetown in your long-term planning.

Bequests

By including a bequest for Georgetown in your will or trust, you add to the legacy of Hoyas that have come before you. Creating this simple, revocable gift allows you to help ensure the future of the university while providing flexibility in case your future circumstances change. Bequests can be designated to a school or program at Georgetown you feel passionately about, or can be left unrestricted and put to use where needed most.

Donate Stock to Georgetown

Beneficiary Designations

Another simple way to leave a legacy is by naming Georgetown as the beneficiary of a retirement account or life insurance policy. Leaving these assets to an individual may decrease the gift by as much as 70% after state and federal taxes are deducted. Due to Georgetown’s nonprofit status, we are able to realize the full value of gifts from retirement accounts, allowing you to leave other assets to loved ones while avoiding tax and maximizing your generous impact to a school or program that is meaningful to you.

Giving appreciated stock or mutual funds is an efficient way to realize a charitable tax deduction for the full fair market value of the shares, avoid capital gains tax on any appreciation, and make a gift to Georgetown. A sample comparison of savings is listed in the chart. For more information or to make a gift of appreciated securities, please contact stocktransfer@georgetown.edu.

For more information on ways to include Georgetown in your estate planning, contact the Office of Planned Giving at 800-347-8067 or plannedgiving@georgetown.edu.

*Stock with a $2,000 basis and $8,000 in capital gain.