LEAVING A LEGACY

“I love OLLI and I’d like to help financially, yet I don’t think I can do anything now,” is a sentiment that you may be feeling. However, not so fast….. Including a gift provision in your will or revocable trust for OLLI can be accomplished now — and will help in important ways.

It’s simple actually.  When you prepare or update your will, have your attorney add a gift provision that states “(dollar amount or percentage of estate value)...to the West Virginia University Foundation, Inc. (FEIN 55-6017181) for the benefit of the Osher Lifelong Learning Institute at WVU.”

Your support of OLLI’s mission helps support such areas as expansion of classes, technology needs, daily operations and classroom upgrades and serves as your personal legacy. If you are interested in established a permanent fund to support OLLI, give us a call for a personal, no obligation discussion.

The bonus is that for those age 70 and over (by 12/31/2017), these future gifts support the A State of Minds: The Campaign for West Virginia’s University.

To learn more about leaving a legacy, contact Karen Galentine, director of development, at 304-293-1828 or kegalentine@hsc.wvu.edu.  For more information, you can also go to www.wvuf.org and then Ways to Give followed by Planned Giving.