Endowed & Planned Giving
Join the Gillett Society
The Gillett Society recognizes those who demonstrate the highest level of loyalty to Grand Valley by making a gift in their will or trust, as a beneficiary of their retirement account, or through another type of planned gift.
Create Your Legacy
If every Grand Valley supporter gave 5% of their estate to Grand Valley, it would transform our academic programs, our community, and the lives of our future students forever in ways we can’t even imagine.
Regardless of your age or stage in life, you can include a gift to Grand Valley in your plans that will grow with you and your family.
Starting Your First Professional Job
Include a beneficiary designation of 5% to GVSU on your employer sponsored retirement plan. It will get you in the habit of remembering to make a gift for Grand Valley in your long-term plan.
Your First Will or Trust
Plan for the security of your family and loved ones first, then include a gift from the remaining assets to go to GVSU.
When Your Nest is Empty
As your children, nieces or nephews start their own careers and families, you are likely to revisit your estate plans. That is a great time to include a planned gift for GVSU if you have not already.
In Your Retirement Years
As your loved ones become more established and secure, you may begin considering your legacy and the assets that could help you achieve your long-term dreams for the future of our community, university, and students. Thoughtful planning done with your advisors and the team at Grand Valley can ensure your legacy plan will efficiently transfer assets, and effectively boost student success.
Ways to Give
The most common ways to give are wills and bequests, and IRA rollover. For other ways to give, contact us, your attorney, or your financial advisor.
Wills and Bequests are one of the easiest gifts to make. Including Grand Valley in your will or trust will help strengthen the future of Grand Valley like no other support can. This planned gift can lessen the burden of taxes on your family, while leaving a lasting legacy to be remembered. You can make a bequest by gifting a specific dollar amount, a percentage of the remainder of your estate, or you can make Grand Valley a beneficiary of certain assets.
IRA Rollover can reduce your taxable income while supporting Grand Valley students. If you are 70 1/2 or older you may also be interested having your IRA funds directly transferred to Grand Valley to provide life-changing opportunities for generations of future Lakers. You can satisfy your required minimum distribution and avoid taxes on transfers by contacting your IRA plan administrator and making a transfer to Grand Valley.
Your Values Making a Difference Forever
Endowed funds are the lifeblood of a thriving university and student body. Endowments allow students and faculty opportunities to learn, explore, compete, and excel, enabling a vibrant learning community that attracts and retains the best and brightest Lakers today and tomorrow. Learn more about GVSU Endowments.