Planned Gifts

The University is thankful for the generosity and vision of individuals and families that make planned gifts. Together, we can ensure that Rivier’s mission of transforming hearts and minds to serve the world remains vibrant on our campus and throughout the world long into the future.

Alumni and friends have made an impact on the University and our students through a variety of planned gifts. You can plan a legacy gift that will have a significant impact on Rivier’s future as well as provide you with benefits and advantages.

Planned giving involves providing for a future gift to a non-profit organization like Rivier through your financial and estate plans. The University welcomes gifts made through different planned giving arrangements. These arrangements can:

  • Provide for you or your loved ones
  • Entitle you to charitable income and/or gift or estate tax deductions
  • Enable you to leave a legacy for Rivier

Bequests and Estate Plan Gifts

You can make a bequest or gift through your estate by including a provision in your will or living trust, or by naming Rivier as a beneficiary of a retirement plan or insurance policy. The amount left to the University can be stated as a dollar amount or as a percentage of assets to be given.

The Rivier University Heritage Society recognizes those alumni and friends who have made a bequest to Rivier University in their estate plans. If you have already included Rivier in your plans or intend to do so, you are invited to contact the Office of University Advancement and Alumni Relations. This can help us ensure that your future gift is received and designated properly.

Life Income Gifts

Designed to benefit both the donor and the University, life income gifts are great options for alumni and friends who wish to contribute to Rivier while also receiving tax benefits and a lifelong income stream.

A life income gift allows you to give assets to Rivier while providing for yourself or others with income for a period of time before Rivier is permitted to use your gift. You can make a life income gift by transferring securities, cash, or other property to Rivier. The University then manages the investment of assets and pays an income to you, your designated beneficiaries, or both. Income payments continue for the lifetime of the beneficiaries, or in some cases, for a term of up to 20 years.

The following life income gifts are available at Rivier:

Charitable Gift Annuities

In exchange for an outright gift, Rivier agrees by contract to pay a fixed amount each year to you and/or another beneficiary for life.

Charitable Remainder Unitrusts

You establish a trust from which you and/or other beneficiaries receive variable annual payments for life and/or a term of years. At the end of the term, the remainder of the trust assets goes to Rivier for the purposes you designate.

Charitable Remainder Annuity Trusts

You establish a trust from which you and/or other beneficiaries receive annual payments of a fixed dollar amount for life and/or a term of years, after which the remainder of the trust assets pass to Rivier for the purposes you designate.

Other Types of Gifts

Life Insurance

Gifts of life insurance can be made to the University. You may also purchase an insurance policy with Rivier University as the owner and sole beneficiary. Premiums you pay may be tax-deductible.

IRA Charitable Rollover

If you are 70½ years or older, you can take advantage of a simple way to benefit Rivier and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money. Your gift put will be put to use today, allowing you to see the impact of your support.

Donor Advised Funds

A donor-advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Rivier and other charities you support. You transfer cash or other assets to a tax-exempt sponsoring organization such as a public foundation and may qualify for a federal income tax charitable deduction at the time you contribute to the account. You can then recommend how much and how often money is granted.

The information on this page is not intended as legal or tax advice. For specific advice for you and the state in which you live, consult an attorney or tax advisor.

We're Here for You

If you're considering a planned gift, we'd love to talk about how you can maximize your impact on the University and our students.

Contact

Office of University Advancement and Alumni Relations

Make a Gift and Make a Difference

You can turn our students dreams into reality.