Planned Giving

Ensuring Success for Future Generations of
University of New Orleans

Leave a legacy by making a gift for the future that costs you nothing today.

Including the University of New Orleans in your estate plans through your will, trust, charitable gift annuity, life insurance policy or other means is a great way to become a vitally important partner in the future of higher education. A simple provision in your estate plan could provide important benefits to your estate and ensure that UNO will be able to continue its mission of providing a quality, affordable education for generations to come.

By making a planned gift, you can establish a tradition of giving that will continue to provide benefits long after you're gone.

There are varying tax and estate benefits that can be realized by making a planned gift including a charitable tax deduction and avoidance, in some instances, of the estate and capital gains tax. Additionally, some gifts can provide income to you and your spouse for a term of 20 years or lifetime.

A legacy of success (in under 25 minutes)

The University of New Orleans has recently partnered with FreeWill to give all of our supporters the opportunity to write a legally valid will and make a gift for the future of UNO that costs nothing today. A gift in your will could provide a quality, affordable education for generations of students to come.

The service is 100% free whether or not you choose to include a gift, but we hope you consider creating a legacy with UNO. You can also use the tools to start your will and document your wishes before visiting an attorney.

Use our FREE tool to create your free will today!

Gifts that Provide Income

Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to the University of New Orleans Foundation. Making a gift of securities or mutual funds to us offers you the chance to support our work while realizing important benefits for yourself.  When you donate appreciated securities or mutual funds you have held for more than one year to us in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Click here for more information on tax-savvy ways to give! 

Tax-Saving Ways to Give

If you are 70½ years old or older, you can take advantage of a simple way to benefit the University of New Orleans and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short. If you are 70½ or older, you can make use of your IRA to make a gift to the University of New Orleans Foundation. There's a quick and easy way for you to make your gift! All it takes is one form.

Click here for smart giving options from your IRA!

The Legacy Society has been established to recognize and encourage planned gifts to the University of New Orleans. Through planned giving, donors can ensure that their gift will create a lasting legacy for future generations.

Meet our Legacy Society Members

If you have already made a provision for the University of New Orleans in your estate plans, you are eligible for membership in the Legacy Society. The Legacy Society has been established to recognize and honor those individuals who have named UNO in their will or as the beneficiary of a planned gift.

Legacy Society Form

Please contact Eric Balukonis for more confidential information about the planned giving opportunities available at the University of New Orleans.

A Gift Made Today, An Impact Tomorrow