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Alumni & Friends - Planned Giving
A planned gift to Lindenwood University through a will or a trust is like a linden tree in the grove on the original St. Charles campus where Mary and George Sibley built their college in 1827. It starts with a small seed of an idea to help a student. It grows wide and strong until its span provides shelter and its trunk makes a solid base for students and donors alike.

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To discuss your philanthropic tax planning strategies, call the Office of Institutional Advancement at (636) 949-4903 or Donna Baber, Director of Planned Giving, at (636) 949-4532. Lindenwood University provides consulting services to its alumni and friends at no charge with the assurance of confidentiality.

Bequest:

You can distribute a percentage of your residuary estate or a fixed dollar amount to Lindenwood by executing a will or a simple codicil, naming the university as beneficiary.

Charitable Remainder Trust:

Property and other assets can establish a trust that provides you a lifetime of income, after which assets can be conveyed to Lindenwood.

Gift Annuity:

You can realize an income stream from a gift to Lindenwood to offset some of your annual taxable income.

Real Estate:

A bargain sale results from the sale of property to Lindenwood for less than fair market value, producing a tax deduction for you.

Life Insurance:

You can name Lindenwood as the beneficiary of your life insurance. By gifting a whole life insurance policy to Lindenwood, you may be able to receive a tax deduction for the amount of the cash values in the policy and additional deductions if your maintain the premiums.

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