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

Dear McIntire Family,

Are you concerned about planning your estate during these challenging times? We have added a great tool to assist you with many of your questions. Click on this link to go there now http://mcintire.giftlegacy.com/personal_planner.jsp?WebID=GL2004-0144. Additional articles are at the end of this week's article. Check them out! You will be glad that you did.

Please call me toll-free at 1-888-302-6207 or email me at jcc@virginia.edu if I can answer any questions, calculate life income plans for you or a loved one, or be further assistance to you.

BusinessWeek Ranks McIntire No. 1 among Nation's Undergraduate Business Programs

Thought for the month....

News Views? Turn it off every once in a while.

In a world rushing to fill us with 24 hour news updates, we should occasionally turn it all off. Thomas Jefferson said, "I do not take a single newspaper, nor read one a month, and I feel myself infinitely the happier for it." We can spin a little less when we know the world still spins without us watching it continually.

IRA Rollover Gifts

If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.

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.

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 >>.

Part of the Solution
Roy G. Parks (McIntire '56, Architecture '75) is reluctant to talk about his professional accomplishments, but he is forthcoming when the conversation turns to the institutions and ideas that have shaped his life. More on Part of the Solution >>.

Setting a Goal of Giving Back
Col. Richard A. Raichlen (McIntire '40) reached many of his goals in consecutive successful careers, first in the U.S. Army, where he served for more than 31 years, and then at Computer Sciences Corporation More on Setting a Goal of Giving Back >>.

Parents Express Gratitude with Real Estate Gift
Several years ago, Kerry and Sandy Favro made a generous gift of real estate to the McIntire School of Commerce; the Favros wanted to express their gratitude for the quality of the education that their daughter, Jill Favro Sawatzky (McIntire '91), had received. More on Parents Express Gratitude with Real Estate Gift >>.

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.