Planning Your Legacy
Your Legacy Starts Here
Every gift to Butler starts with a story. In these newsletters, we’re sharing how our alumni are turning their experiences into a lasting legacy for future students. We’ve also included some practical tools to help you think through your own plans. It’s a powerful way to look forward and stay connected to what matters most to you.
Planned Giving Stories
DAF Succession Planning
A donor-advised fund, or DAF, is one of the easiest ways to organize your charitable giving during your lifetime. But what happens to your DAF after you are no longer here to recommend grants? Many donors are surprised to learn that without a plan in place, the answer is decided for you — not by you. The good news is that creating a succession plan for your DAF is simple, and it is one of the most meaningful ways to make sure your generosity continues exactly as you intend.
Year-End Giving
For many people, the end of the year is a time for making gifts – not only to family and friends but also to valued organizations such as Butler University. December is also your last chance to obtain charitable deductions you can claim next April.
Planning for What’s Next
The New Year brings a time to reflect and plan. If getting your finances in order or retirement planning is on your to-do list this year, we can provide you with creative gift strategies for approaching financial planning for your future, your loved ones, and Butler. Click here to read more.
OBBBA: What You Need to Know
A new tax law, the One Big Beautiful Bill Act, may affect how you plan for your contributions to Pomona beginning this year. The impact will depend on your unique financial circumstances and whether you itemize your income tax deductions. Click here to read more.
Bequests: A Gift That Fits You
Bequests come in all shapes and sizes—there’s no “one right way” to leave a legacy. This article explains how a gift through your will can be tailored to your personal and financial circumstances, no matter the size, and offers sample language to share with your attorney. Learn how even modest gifts can make a meaningful difference at Butler. Click here to learn more.
Turn Life Insurance Into a Lasting Legacy
If your life insurance policy is no longer needed for its original purpose, it can still make a powerful impact. Naming Butler as a beneficiary is an easy way to leave a meaningful legacy—without affecting your current finances. Click here to learn more.