Planned Giving & Estate Planning

The McIntire School of Commerce is here to serve you, your family and your professional advisors with helpful infomation on tax-wise giving, life income plans and estate planning. Explore the site. Feel free to contact us as we work together in reaching Mr. Jefferson's visionary goals.

Planned Giving Home

GiftLegacy Newsletter

Professional Advisors

CGA - CRT
Comparison Chart

Naming the Buildings

McIntire Foundation Tax ID:
#51-0159775

Welcome to McIntire School of Commerce, University of Virginia
Planned Giving

The McIntire School of Commerce has returned to the newly renovated Rouss Hall on the Lawn and the new addition, Robertson Hall. It is beautiful!

Thank you for taking the time to explore the benefits of gift planning on our website. There are still naming opportunities in McIntire's new home in Rouss & Robertson Halls. Please call or email if we can answer any questions or be of service to you.

IRA Rollover Gifts

To learn more about IRA Rollover Gifts, click the Launch button.

Benefits For Family and McIntire School of Commerce
University of Virginia
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.

Practicing Generosity
Dr. Charles Henderson (McIntire'61, Med '65) graduated with a degree in commerce, then returned for a degree in medicine, a residency in radiology and a two-year stint as an instructor in radiology. His two sons, Charles (Col '88) and James (Arch '92), both hold University degrees. More on Practicing Generosity >>.

Investing in the Future, Honoring the Past
For the late Rusty Thomasson (McIntire '32) and his late wife, Margaret, a 1936 graduate of Sweet Briar College, life was woven of enduring and devoted relationships. Married for 70 years, they successfully ran a wholesale business for more than five decades. More on Investing in the Future, Honoring the Past >>.

Remembering the University
Clarence Thomas "Cal" Callahan (McIntire '41) credits his mother, Katherine Tudor Callahan, for inspiring all seven of her children to receive a higher education. More on Remembering the University >>.

Returning the Favor
Dick Fisher (McIntire '76; master's in accounting '77) appreciates McIntire School of Commerce graduates who leave money from their estates to the School and ensure McIntire's position as a preeminent leader in business education. More on Returning the Favor >>.

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.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Judy Cash
Director of Planned Giving

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 jcc@virginia.edu.

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