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University of Mary Washington

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Welcome! There are many ways to plan your estate so that your legacy continues in a manner that pays tribute to you and your loved ones, while supporting future generations of students at Mary Washington. Our website provides articles, resources, and interactive tools to help you assess your options and craft the legacy that best reflects your needs and desires. Please contact UMW's Office of Gift Planning if you have any questions or concerns.

Gift Planning

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Gift Options

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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You are at: Planned Giving > For Advisors > Advisor Resources

Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

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