{"id":2088,"date":"2025-04-23T16:10:24","date_gmt":"2025-04-23T20:10:24","guid":{"rendered":"https:\/\/www.butler.edu\/advancement\/?page_id=2088"},"modified":"2026-10-01T10:32:45","modified_gmt":"2026-10-01T14:32:45","slug":"planned-giving-newsletter-articles","status":"publish","type":"page","link":"https:\/\/www.butler.edu\/advancement\/ways-to-give\/legacy\/planned-giving-newsletter-articles\/","title":{"rendered":"Planned Giving Newsletter Articles"},"content":{"rendered":"<section class=\"hero-alternate hero-alternate--image hero-alternate--short color-overlay color-overlay--blue-bright alignfull has-no-block-start-margin wp-block-butler-hero-alternate\">\n\t<div class=\"container\">\n\t\t\t\t\t<h1 class=\"hero-alternate__headline\">Planning Your Legacy<\/h1>\n\t\t\n\t\t\t\t\t<nav\n\t\t\t\tclass=\"hero-alternate__social-media\"\n\t\t\t\taria-label=\"Social Media Links\"\n\t\t\t>\n\t\t\t\t\n\n<ul class=\"butler-social-links wp-block-social-links is-style-logos-only is-horizontal hero-alternate__social-links is-style-on-image wp-block-butler-social-links\">\n\t\n<li class=\"wp-social-link wp-social-link-facebook wp-block-social-link\"><a href=\"https:\/\/www.facebook.com\/butleruniversityalumni\/\" class=\"wp-block-social-link-anchor\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M12 2C6.5 2 2 6.5 2 12c0 5 3.7 9.1 8.4 9.9v-7H7.9V12h2.5V9.8c0-2.5 1.5-3.9 3.8-3.9 1.1 0 2.2.2 2.2.2v2.5h-1.3c-1.2 0-1.6.8-1.6 1.6V12h2.8l-.4 2.9h-2.3v7C18.3 21.1 22 17 22 12c0-5.5-4.5-10-10-10z\"><\/path><\/svg><span class=\"wp-block-social-link-label screen-reader-text\">Facebook<\/span><\/a><\/li>\n\n<li class=\"wp-social-link wp-social-link-instagram wp-block-social-link\"><a href=\"https:\/\/www.instagram.com\/butleralumni1855\/\" class=\"wp-block-social-link-anchor\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M12,4.622c2.403,0,2.688,0.009,3.637,0.052c0.877,0.04,1.354,0.187,1.671,0.31c0.42,0.163,0.72,0.358,1.035,0.673 c0.315,0.315,0.51,0.615,0.673,1.035c0.123,0.317,0.27,0.794,0.31,1.671c0.043,0.949,0.052,1.234,0.052,3.637 s-0.009,2.688-0.052,3.637c-0.04,0.877-0.187,1.354-0.31,1.671c-0.163,0.42-0.358,0.72-0.673,1.035 c-0.315,0.315-0.615,0.51-1.035,0.673c-0.317,0.123-0.794,0.27-1.671,0.31c-0.949,0.043-1.233,0.052-3.637,0.052 s-2.688-0.009-3.637-0.052c-0.877-0.04-1.354-0.187-1.671-0.31c-0.42-0.163-0.72-0.358-1.035-0.673 c-0.315-0.315-0.51-0.615-0.673-1.035c-0.123-0.317-0.27-0.794-0.31-1.671C4.631,14.688,4.622,14.403,4.622,12 s0.009-2.688,0.052-3.637c0.04-0.877,0.187-1.354,0.31-1.671c0.163-0.42,0.358-0.72,0.673-1.035 c0.315-0.315,0.615-0.51,1.035-0.673c0.317-0.123,0.794-0.27,1.671-0.31C9.312,4.631,9.597,4.622,12,4.622 M12,3 C9.556,3,9.249,3.01,8.289,3.054C7.331,3.098,6.677,3.25,6.105,3.472C5.513,3.702,5.011,4.01,4.511,4.511 c-0.5,0.5-0.808,1.002-1.038,1.594C3.25,6.677,3.098,7.331,3.054,8.289C3.01,9.249,3,9.556,3,12c0,2.444,0.01,2.751,0.054,3.711 c0.044,0.958,0.196,1.612,0.418,2.185c0.23,0.592,0.538,1.094,1.038,1.594c0.5,0.5,1.002,0.808,1.594,1.038 c0.572,0.222,1.227,0.375,2.185,0.418C9.249,20.99,9.556,21,12,21s2.751-0.01,3.711-0.054c0.958-0.044,1.612-0.196,2.185-0.418 c0.592-0.23,1.094-0.538,1.594-1.038c0.5-0.5,0.808-1.002,1.038-1.594c0.222-0.572,0.375-1.227,0.418-2.185 C20.99,14.751,21,14.444,21,12s-0.01-2.751-0.054-3.711c-0.044-0.958-0.196-1.612-0.418-2.185c-0.23-0.592-0.538-1.094-1.038-1.594 c-0.5-0.5-1.002-0.808-1.594-1.038c-0.572-0.222-1.227-0.375-2.185-0.418C14.751,3.01,14.444,3,12,3L12,3z M12,7.378 c-2.552,0-4.622,2.069-4.622,4.622S9.448,16.622,12,16.622s4.622-2.069,4.622-4.622S14.552,7.378,12,7.378z M12,15 c-1.657,0-3-1.343-3-3s1.343-3,3-3s3,1.343,3,3S13.657,15,12,15z M16.804,6.116c-0.596,0-1.08,0.484-1.08,1.08 s0.484,1.08,1.08,1.08c0.596,0,1.08-0.484,1.08-1.08S17.401,6.116,16.804,6.116z\"><\/path><\/svg><span class=\"wp-block-social-link-label screen-reader-text\">Instagram<\/span><\/a><\/li>\n\n<li class=\"wp-social-link wp-social-link-x wp-block-social-link\"><a href=\"https:\/\/twitter.com\/butleralumni\" class=\"wp-block-social-link-anchor\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M13.982 10.622 20.54 3h-1.554l-5.693 6.618L8.745 3H3.5l6.876 10.007L3.5 21h1.554l6.012-6.989L15.868 21h5.245l-7.131-10.378Zm-2.128 2.474-.697-.997-5.543-7.93H8l4.474 6.4.697.996 5.815 8.318h-2.387l-4.745-6.787Z\" \/><\/svg><span class=\"wp-block-social-link-label screen-reader-text\">X<\/span><\/a><\/li>\n<\/ul>\n\n\t\t\t<\/nav>\n\t\t\t<\/div>\n\n\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"682\" src=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2025\/04\/28123411\/20220420_Bulldog_Statue_021-1-1024x682.jpg\" class=\"hero-alternate__image color-overlay__media\" alt=\"A black and white photo of the Butler Bulldog statue at Atherton Union.\" style=\"object-position: 50.00% 50.00%;\" srcset=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2025\/04\/28123411\/20220420_Bulldog_Statue_021-1-1024x682.jpg 1024w, https:\/\/cdn.butler.edu\/www\/sites\/5\/2025\/04\/28123411\/20220420_Bulldog_Statue_021-1-300x200.jpg 300w, https:\/\/cdn.butler.edu\/www\/sites\/5\/2025\/04\/28123411\/20220420_Bulldog_Statue_021-1-768x512.jpg 768w, https:\/\/cdn.butler.edu\/www\/sites\/5\/2025\/04\/28123411\/20220420_Bulldog_Statue_021-1-720x480.jpg 720w, https:\/\/cdn.butler.edu\/www\/sites\/5\/2025\/04\/28123411\/20220420_Bulldog_Statue_021-1.jpg 1460w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\t\t\t<\/section>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-your-legacy-starts-here\"><strong>Your Legacy Starts Here<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Every gift to Butler starts with a story. In these newsletters, we\u2019re sharing how our alumni are turning their experiences into a lasting legacy for future students. We\u2019ve also included some practical tools to help you think through your own plans. It\u2019s a powerful way to look forward and stay connected to what matters most to you.<\/p>\n\n\n\n<section style=\"margin-top:0px;margin-bottom:0px\" class=\"butler-news alignfull is-style-stylized wp-block-butler-news\">\n\t<div class=\"butler-news-inner\">\n\t\t<div class=\"butler-news-header\">\n\t\t\t<a\n\t\t\t\thref=\"https:\/\/stories.butler.edu\"\n\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\trel=\"noopener noreferrer\"\n\t\t\t\t\t\t\t\tclass=\"butler-news-link button-link-right\"\n\t\t\t>\n\t\t\t\tAll Stories\t\t\t\t\t\t\t\t\t<span class=\"screen-reader-text\">(opens in new tab)<\/span>\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<h2 class=\"butler-news-title\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Planned Giving<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Stories<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/h2>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t<div class=\"butler-news-list\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<article class=\"butler-news-card-stylized butler-news-card-stylized-featured\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/stories.butler.edu\/largest-estate-gift-in-butler-history-to-permanently-endow-full-tuition-scholarship-program\/\" class=\"butler-news-card-stylized-link\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<div class=\"butler-news-card-featured-card\">\n\t\t\t\t\t\t\t\t\t<div class=\"butler-news-card-stylized-meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"butler-news-card-category\">Alumni and Giving<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"butler-news-card-title\">Largest Estate Gift in Butler History to Permanently Endow Full Tuition Scholarship Program\u00a0\u00a0<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"butler-news-card-excerpt\">Butler University recently received a gift of more than $12.6 million, the largest estate gift in University history, from the late Margaret&#8230;<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"butler-news-card-stylized-read-more\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"butler-news-card-stylized-read-more-link\">\n\t\t\t\t\t\t\t\t\t\t\tRead More\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"butler-news-card-image-wrapper\">\n\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" class=\"butler-news-card-image\" src=\"https:\/\/cdn.butler.edu\/stories\/2026\/09\/29142752\/Morey-Berry-header-image.png\" alt=\"\" \/>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/article>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div class=\"butler-news-footer\">\n\t\t\t\t<a\n\t\t\t\t\thref=\"https:\/\/stories.butler.edu\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\trel=\"noopener noreferrer\"\n\t\t\t\t\t\t\t\t\t\tclass=\"butler-news-link button-link-right\"\n\t\t\t\t>\n\t\t\t\tAll Stories\t\t\t\t\t\t\t\t\t<span class=\"screen-reader-text\">(opens in new tab)<\/span>\n\t\t\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 id=\"h-daf-succession-planning\" class=\"wp-block-heading\">DAF Succession Planning<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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 \u2014 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.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-arrow-right\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2026\/10\/01094851\/DAF-Succession-Planning-Article-Fall-2026.pdf\">Read More<span class=\"screen-reader-text\">Read DAF Article<\/span><\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 id=\"h-year-end-giving\" class=\"wp-block-heading\">Year-End Giving<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For many people, the end of the year is a time for making gifts \u2013 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.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-arrow-right\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2026\/10\/01094841\/Year-End-Planned-Giving-Fall-2026.pdf\">Read More<span class=\"screen-reader-text\">Read Year End Giving Artcile<\/span><\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<div data-wp-context=\"{ &quot;autoclose&quot;: false, &quot;accordionItems&quot;: [] }\" data-wp-interactive=\"core\/accordion\" role=\"group\" class=\"wp-block-accordion is-layout-flow wp-block-accordion-is-layout-flow\">\n<div data-wp-class--is-open=\"state.isOpen\" data-wp-context=\"{ &quot;id&quot;: &quot;accordion-item-2&quot;, &quot;openByDefault&quot;: false }\" data-wp-init=\"callbacks.initAccordionItems\" data-wp-on-window--hashchange=\"callbacks.hashChange\" class=\"wp-block-accordion-item is-layout-flow wp-block-accordion-item-is-layout-flow\">\n<h3 class=\"wp-block-accordion-heading has-icon has-icon-right\"><button aria-expanded=\"false\" aria-controls=\"accordion-item-2-panel\" data-wp-bind--aria-expanded=\"state.isOpen\" data-wp-on--click=\"actions.toggle\" id=\"accordion-item-2\" type=\"button\" class=\"wp-block-accordion-heading__toggle\"><span class=\"wp-block-accordion-heading__toggle-title\">Previous Planning Giving Articles<\/span><span class=\"wp-block-accordion-heading__toggle-icon\" aria-hidden=\"true\">+<\/span><\/button><\/h3>\n\n\n\n<div aria-labelledby=\"accordion-item-2\" data-wp-bind--hidden=\"state.isHidden\" data-wp-on--beforematch=\"actions.handleBeforeMatch\" id=\"accordion-item-2-panel\" role=\"region\" class=\"wp-block-accordion-panel is-layout-flow wp-block-accordion-panel-is-layout-flow\">\n<h2 id=\"h-planning-for-what-s-next\" class=\"wp-block-heading\">Planning for What\u2019s Next<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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. <a href=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2026\/01\/27111834\/PG_Planning-2026.pdf\" data-type=\"link\" data-id=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2026\/01\/27111834\/PG_Planning-2026.pdf\">Click here to read more.<\/a><\/p>\n\n\n\n<h2 id=\"h-obbba-what-you-need-to-know\" class=\"wp-block-heading\">OBBBA: What You Need to Know<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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. <a href=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2026\/01\/27111833\/OBBBA_PG-2026.pdf\" data-type=\"link\" data-id=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2026\/01\/27111833\/OBBBA_PG-2026.pdf\">Click here to read more.<\/a><\/p>\n\n\n\n<h2 id=\"h-bequests-a-gift-that-fits-you\" class=\"wp-block-heading\">Bequests: A Gift That Fits You<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Bequests come in all shapes and sizes\u2014there\u2019s no &#8220;one right way&#8221; 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. <a href=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2025\/04\/29141512\/Bequest-Gifts_Newsletter.pdf\" data-type=\"link\" data-id=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2025\/04\/29141512\/Bequest-Gifts_Newsletter.pdf\">Click here to learn more.<\/a><\/p>\n\n\n\n<h2 id=\"h-turn-life-insurance-into-a-lasting-legacy\" class=\"wp-block-heading\">Turn Life Insurance Into a Lasting Legacy<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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\u2014without affecting your current finances. <a href=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2025\/04\/28145256\/Transform-a-Life-Insurance-Policy-into-a-Lasting-Legacy.pdf\" data-type=\"link\" data-id=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2025\/04\/28145256\/Transform-a-Life-Insurance-Policy-into-a-Lasting-Legacy.pdf\">Click here to learn more.<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Your Legacy Starts Here Every gift to Butler starts with a story. In these newsletters, we\u2019re sharing how our alumni are turning their experiences into a lasting legacy for future students. We\u2019ve also included some practical tools to help you think through your own plans. It\u2019s a powerful way to look forward and stay connected [&hellip;]<\/p>\n","protected":false},"author":131,"featured_media":0,"parent":1942,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2088","page","type-page","status-publish","hentry"],"revision_note":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Planned Giving Newsletter Articles | Butler University<\/title>\n<meta name=\"description\" content=\"Learn how to leave a legacy at Butler University with tips, real stories, and estate planning ideas from our Planned Giving newsletter.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.butler.edu\/advancement\/ways-to-give\/legacy\/planned-giving-newsletter-articles\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Planned Giving Newsletter Articles\" \/>\n<meta property=\"og:description\" content=\"Learn how to leave a legacy at Butler University with tips, real stories, and estate planning ideas from our Planned Giving newsletter.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.butler.edu\/advancement\/ways-to-give\/legacy\/planned-giving-newsletter-articles\/\" \/>\n<meta property=\"og:site_name\" content=\"Advancement\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/butleruniversity\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-01T14:32:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdn.butler.edu\/www\/sites\/5\/2022\/02\/08101616\/butler-social.jpg\" \/>\n\t<meta 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