Union College Office of Advancement

Every donation matters and giving to Union College is easy:

Call: 606.546.1659

Click: www.unionky.edu/give

Email: advance@unionky.edu

Mail:Union Collegec/o Office of Advancement310 College Street, Box D4Barbourville, KY 40906

Planned Giving

Support that will define a legacy

www.unionky.edu

Support That Will Define a Legacy: Define your legacy with Union’s planned giving opportunities

Planned giving is a simple and effective way to maximize tax benefits for your family while accomplishing a charitable goal that will help define your legacy. There are a number of options, and while you should consult your financial planner, we can offer some guidance in selecting a gift that is appropriate for you. Planned giving opportunities will create a financial umbrella to support Union College students for generations to come.

legacy

“Philanthropy is based on voluntary action for the common good. It is a tradition of giving and sharing that is primary to the quality of life.”

www.unionky.edu

Other Ways to Give to UnionEndowed Scholarships and Awards:An investment in the future of Union College and the education of generations of students.

Capital and Special Projects:Current project needs, such as buildings, grounds, and other infrastructure projects.

Annual Fund:Provides financial support to close the gap between what tuition provides and the total operating budget.

Foundations & Corporations:Support Union and its mission as a community partner.

Giving Clubs and Societies:Giving levels and annual donor recognition for our supporters.

Legacy Walk Brick:Honor your loved one with this permanent gift in front of historic Centennial Hall.

International Giving:Union makes it easy for our international alumni to show their support.

The Union College Legacy Society

honors and recognizes the individuals

who have chosen to benefit Union

through charitable gift plans.

Anyone who names Union College as

a beneficiary of their will, living trust,

life insurance, retirement plan or other

estate plan, is invited to become a

member of the Legacy Society.

Your gift to Union says, “We believe in you; we believe in the college.”Union exists today because of our predecessors who believed and then invested in our future. We hope you too will consider such an investment in Union College.

Here are ways to support Union College through planned giving opportunities.

1) Gift from your Will or Trust (Bequest)

2) Gift of stock and appreciated securities

3) Life Insurance - Lifetime Gifts and Estate Distributions

4) Business Interests, Closely Held Stock and Partnership Interests

5) Tangible Personal Property

6) Real Estate

7) Retirement Plan - Lifetime Gifts and Estate Distributions

8) Charitable gift annuities (Immediate, deferred, or flexible)

9) Charitable remainder annuity trusts

10) Charitable remainder unitrusts

11) Pooled Income Funds

12) Charitable bargain sales

13) Charitable lead trusts

14) Retained life estates

www.unionky.edu

Union College Legacy Society

“It was not a difficult decision for my wife and me to honor Union in our will with a legacy gift. We can set a dollar amount on what we choose to give, but what Union has given us is priceless.”

Hock-Soon Goh, ‘70