Planned Giving - Define Your Legacy and Make a Difference!

Planned Giving

With thoughtful planning, anyone can provide for their financial goals and help Jacksonville University continue to be an extraordinary place to learn. Planning may allow you to:
  • Benefit family and friends while providing for the university that is important to you
  • Leave a personal legacy that reflects your values and beliefs
  • Take advantage of possible tax benefits
  • Receive the satisfaction of giving back in a meaningful way
Legacy gifts take many forms, and reasons to include JU in one's financial and estate plan are as unique as each individual, but they share a single purpose: to ensure that Jacksonville University will prosper in the future.

We appreciate the continued commitment of alumni and friends to JU students and thank them for all they do to make our good work possible. We would be honored to assist you, too. JU's success depends on your vision and generosity.
How to Make a Difference at JU
You want to make a difference at JU, but don't know where to begin? Identify your goals and review possible strategies to achieve them.
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Plan Your Gift At Any Age
Simple Planning Tips to protect your family and support JU too!
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Heritage Society

An Invitation to Join the Heritage Society
Members of the Heritage Society have expressed their commitment to Jacksonville University and their confidence in the future of the university through a very special and important form of financial support.

Through a planned gift, these donors support future generations of JU students. Heritage Society members have defined their legacy by:

  • Remembering JU in their wills or as beneficiaries of their trusts
  • Listing JU as a beneficiary of retirement accounts (retirement accounts left to individuals rather than to a tax-exempt organization like JU may be subject to taxes)
  • Indicating JU as a beneficiary of a life insurance policy
  • Establishing charitable remainder or charitable lead trusts with JU as a beneficiary

Upon completion of your estate plan or planned gift, please let us know. We want to recognize your generosity and vision and include you in the Heritage Society, too! Should you prefer no publicity regarding your gift, we understand and will keep the information private. Please still notify us so that we may properly thank you and make plans to ensure your wishes will be honored.

Membership Benefits
Your membership involves no dues, obligations or solicitations. It just allows us to thank you and to recognize you for the plans that you have made. It may very well inspire generosity in others!

When you join the Heritage Society, you will receive the satisfaction derived from making a lasting contribution to our long-term prosperity. Planned gifts make a difference at Jacksonville University!

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