Estate planning can be confusing, stressful, and just plain intimidating. But when you focus on the legacy you want to leave—the goals, needs, and dreams you have for your family and the WVU Foundation—your decisions get a lot easier. We’re here to help you explore the planned giving topics that can make the biggest impact at the WVU Foundation.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in 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. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
A qualified charitable gift annuity is not insurance under the laws of West Virginia, is not subject to regulation by the West Virginia Offices of the Insurance Commissioner, and is not protected by the West Virginia Life and Health Insurance Guaranty Association established in Article 26A, Chapter 33 of the West Virginia Code or any other guaranty association established by the West Virginia Code.