Everyone has something they are passionate about. For me, Augsburg holds an important spot in my heart. It’s a cause that’s near and dear to me and my family. Augsburg’s core commitments and values remain true, to provide the finest education and to care for our neighbors so that together we might create a better future.  I am honored to serve on the Board of Regents and as Vice-Chair for Great Returns Campaign.

But, did you know that you can ensure your support of charities, like Augsburg, even after your lifetime while also receiving tax benefits for yourself?

You can—with a legacy gift to Augsburg University.

Here are some popular opportunities:

• Include a gift to us in your will or living trust.
  Your benefits: Retain control of your assets and have the flexibility to change your mind at any time. Read about the gift that Naomi ’81 and Steve Staruch have committed to Augsburg.
• Name Augsburg a beneficiary of your retirement account.
  Your benefit: These assets pass to Augsburg tax-free, allowing us to use the entire amount to support our mission. If passed to your loved ones, they would have to pay income tax when distributions are made from the account. Miriam Cox Peterson ’68 is creating a scholarship using distributions from her IRA. 
• Create a charitable trust.
  Your benefit: Take care of your family and give to your favorite charity in one instrument. Charitable trusts will be highlighted in the next blog post.

Need Help?

There are many ways you can ensure your support for Augsburg continues for years to come. Contact Amy Alkire at 651-323-4844 or alkirea@augsburg.edu today for help finding the perfect gift for you. You can also create your will for free using Augsburg’s online tool!

Pamela Moksnes ’79, Regent

The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.