Introduction
Alumni & Friends Brick Campaign
Heritage Society
Online Giving
Purpose Statement

Planned Giving Home
Donor Stories
Wills Presentation
Create Your Plan
Meet the Staff
Finance News
Reading Room
Donor eNewsletter

Professional Advisors
Tax News
Calculator
Tax References
Advisor eNewsletter
Welcome to Warner University
Planned Giving


Art Clawson, M.S.
Vice President for
Advancement
Thank you for your interest in Warner University. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. I would be very pleased to help you. Simply click here to email me at your convenience.

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.



Benefits for Family and Warner University

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.


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. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.


A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.


"We'd like another gift annuity please!"
Why do some people with a Warner University charitable gift annuity obtain another one... and another? Listen to what Robert and Marilyn Deal of Ellenton, Florida say. More on "We'd like another gift annuity please!" >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.



Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact art.clawson@warner.edu.

If you are a professional advisor, you may take the following steps on this site.







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Page last revised on:
Tuesday, October 28, 2008 11:15:09 AM