Skip to Content

Your act of generosity,

our longevity

With planned giving, you can provide long-lasting support for Wittenberg University while enjoying financial benefits for yourself.

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

More Info
Text Resize

Donor Stories

  • Gil Belles '62
    Gil Belles '62
    For 30 years, A. Gilbert "Gil" Belles inspired students with his love of learning and life as a professor at Western Illinois University...
  • The Rev. David '60 and Carol Matevia
    The Rev. David '60 and Carol Matevia
    Always faithful in following where God leads, The Rev. David '60 and Carol Matevia have continued to grow in their stewardship...
  • Professor Emeritus of Biology Establishes Memorial Scholarship
    Professor Emeritus of Biology Establishes Memorial Scholarship
    Not long after the December 2010 death of Professor Imogene Bolls, who was a member of Wittenberg's faculty for 36 years and mentor to countless Wittenberg students...
  • Life Insurance Gift to Benefit Scholarship and Increase Reunion Gift
    Life Insurance Gift to Benefit Scholarship and Increase Reunion Gift
    Alumni Bob and Beth Rilling Baer, class of 1961, made such an arrangement before returning to Wittenberg's campus to celebrate their 50th reunion last fall.
  • Leaving a Legacy: Diane Thall Arthur '59
    Leaving a Legacy: Diane Thall Arthur '59
    Wittenberg recently was blessed with a bequest of $300,000 from the estate of Diane Thall Arthur, class of 1959.
  • Kathryn Sanders Rieder '34
    Kathryn Sanders Rieder '34
    An educator, music teacher, choir director, accomplished pianist and violinist, as well as the author of more than 550 articles...
  • Dr. P. Kay Carl '59
    Dr. P. Kay Carl '59
    For 30 years, Dr. P. Kay Carl, Wittenberg class of 1959, worked in the Clark County School District in Nevada, presiding over its phenomenal growth.
  • Scholarship Recipients Say
    Scholarship Recipients Say "Thank You"
    The following excerpts from thank you notes written to our donors by Wittenberg scholarship recipients show the impact you can make:
  • Wendell Lutz '66 and his wife
    Wendell Lutz '66 and his wife
    Although they have lived in Arizona for many years, Wendell Lutz '66 and his wife, Nancy, frequently return to visit family...

Gift Examples

  • Bequests
    Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
  • Tax-Free Sale
    Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
  • Endowment Gift
    Pat and Shelly were recently married. They had both been dedicated volunteers at their favorite charity for many years.
  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
  • Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
  • Flexible Deferred Gift Annuity
    Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
  • Part Gift and Part Sale
    Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
  • A Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
  • Deferred Gift Annuity
    Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
  • What Will You Do with Your Unspent Retirement Savings?
    Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
  • Gift Annuity for Real Estate
    Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
  • Leading for the Future
    Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
  • Give it Twice Trust
    While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
  • Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their childrens' future.
  • Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
    We have all heard the saying "Have your cake and eat it too." It's something we say when we can have more than one good thing at the same time.
  • A Blended Gift to Reach a Goal
    Jay wanted to support one of our priorities at a significant level–$100,000. However, he was only willing to give $25,000 in cash gifts that year.

Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

More Info

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

More Info

Back to top