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Not everyone wants to commit to making a gift through a will or living trust. Some prefer the increased flexibility that a beneficiary designation provides by using:
It is very simple to name Denison as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.
In order to administer your estate gift most efficiently, it’s important to make your gift payable to “Denison University” rather than “Denison” or “DU.” The full name of the university will allow us to ensure your gift is utilized by Denison in accordance with your wishes without delay.
Estate gifts can range from simple to very complicated. The job of our Office of Gift Planning is to ensure your intentions are accurately conveyed in your estate plan. By reviewing your beneficiary designation, we can compare your documentation to the information you have provided your development officer about how you would like your gift to be used by Denison. We will let you know if we notice anything in your planning that seems contrary to, or insufficient for, your intentions, and we are happy to work with you or your advisors to ensure your intentions are conveyed accurately in your documentation.
Additionally, even though your gift has not yet been received, it would be an honor to welcome you to the Harris-Tight-Huffman Society, the university's giving circle that honors alums and friends who have included Denison in their deferred gift plans. We also can respect any request to avoid such public recognition — please just let us know.
Join fellow Denison supporters on Giving Docs, a safe, secure and free-for-life suite of estate plan essentials.
Get StartedRobert and Carol treasure the financial help they’ve been able to give their children and Denison over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left Denison a $75,000 IRA to be transferred following their lifetime. Because Denison is tax-exempt, all $75,000 will help support our mission.
If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family’s use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 24% marginal income tax bracket.
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
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Learn more about benefiting Denison through a bequest in the related donor guide prepared by our Office of Gift Planning.
Learn more about benefiting Denison through a beneficiary designation in the related donor guide prepared by our Office of Gift Planning.
Download Your Guide NowThis comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
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