Gift Planning

Thank you for your interest in University of Mary Washington. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities, and other plans. Thank you for taking the time to explore the benefits of gift planning.

Personal Planner - IRA and 401(k) Designated Beneficiary Options
IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs)....
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Donor Story - Sale and Unitrust
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....
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Washington News - U.S. Tax Receipts Up 8.9%
U.S. Tax Receipts Up 8.9%
For the 2014 fiscal year that concluded on September 30, U.S. tax revenue grew by 8.9% to $3.02...
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