DEVELOPMENT > PLANNED GIVING

Planned Giving
Planned giving assures the future success of Wartburg. You’re invited to consider membership in the Heritage Society. Membership is offered to those who make provisions for the college in one or more of the following ways:

• A bequest. Make Wartburg a beneficiary in a new or revised will or add a codicil to an existing will.
• An insurance policy. Make Wartburg the sole or partial beneficiary on a life insurance policy. You could also gift ownership of a policy to the college.
• A gift annuity. Enter into an agreement with Wartburg for a charitable gift annuity or a deferred gift annuity to provide a life income for one or two lives.
• A gift to provide college funds for grandchildren. Establish an education unitrust or a deferred gift annuity with college option to assist grandchildren with funds for educational expenses.
• A trust. An irrevocable charitable annuity trust or unitrust can benefit the donor today and the college in the future. A revocable trust arrangement also can establish a future provision for Wartburg.
• A life estate. Make a gift to Wartburg of your home or farmland, retaining use of the property during your lifetime.
• A future gift from an IRA, pension, or other qualified plan. Name the college as a beneficiary for such plans or direct a plan into a testamentary trust
• An endowed scholarship. Benefit Wartburg students through a perpetual scholarship that will be awarded annually (minimum of $20,000).
• An outright gift. Establish a restricted endowment of cash, property, stock, insurance, etc. (minimum of $20,000).

For additional information on these gift opportunities, call the Wartburg College Development Office: (319) 352-8495 or toll-free at (866) 219-9115; or e-mail duff.ridgeway@wartburg.edu.

HERITAGE SOCIETY

The Wartburg College Heritage Society was established in 1977 to thank alumni and friends who have included the college in their estate plans. We believe those who have made provisions for future gifts to Wartburg deserve to be recognized and thanked during their lifetimes. More than 600 households and 1,000 individuals of all ages are members of the Heritage Society.

A planned gift, personally presented to Wartburg by the donor or arranged for delivery through the donor’s estate, helps prepare students to serve in church and society. For many Heritage Society members, a planned gift is an extension of their generosity to Wartburg during their lifetimes.

Discover other giving options.