Why, you may wonder, does Wake Forest want to know if you have the
University in your estate plans? Don't they know plans may change
frequently and for reasons unrelated to Wake Forest?
These fair and frequent questions deserve answers. Here are five answers.
You'll receive lifetime membership in the Wake Forest Legacy
Society, our only society offering membership for life to our donors
regardless of amount committed or age at the time of commitment. You are
also a member if your commitment is contingent or based on another's life.
Learn more about our Legacy Society and the things we do together.
We'll know about your estate commitment and will be able to
appropriately acknowledge and celebrate your commitment with you, perhaps
inspiring others to include the University in their plans for the future as
We will better understand your interests and inform you of events
and programs that may be of interest to you based on the areas you indicate
for future support.
We'll include your estate commitment in your lifetime giving record
along with the areas of the University you would like to support if you are
50 years of age or older.
If You're In, You're In
We can create a fund agreement with you (the fun part!) and provide
an opportunity most universities do not – grandfather you into the fund
minimums in effect at the time you document your estate commitment
with us in writing.
You may establish departmental endowments, allowing department chairs the flexibility to use the money where they deem most
important, with a commitment of $50,000 or more.
You may establish endowed scholarships and faculty support funds
with a commitment of $100,000 or more.
While we welcome any and all donations you wish to make to your
fund, you are not required to augment any portion of the fund during your
lifetime. We simply link your fund agreement to your donor record; your
estate funds it after your passing.
Grandfathering you into current fund minimums provides you with the
confidence your legacy at Wake Forest will continue for generations to
come, regardless of what fund minimums are at the time of your passing.
Get Ahead of the Game
See It Now
We can help you enjoy your investment in Wake Forest through a current-use
or endowed gift made during your life. For example:
With a four-year commitment, a scholarship may be funded for $5,000
per year. Many donors choose this current-use option to witness the benefit
and impact of their philanthropy in advance of an estate gift fully funding
Some donors decide to endow the funds they create now and have their
estate add to the fund at the time they pass. These donors often have a
desire to see and enjoy the impact of their investment at Wake Forest today
and in the future.
Please consult with your personal advisors on all legal, tax or financial issues related to gift or personal matters. Nothing contained on this page or anywhere on our website should be considered legal, tax or financial advice.