Planned giving is a great way to contribute to Rosenbaum Family House in a way that can provide immediate income and/or tax benefits to you or your heirs and will help support the Family House in the future. There are a variety of choices to be made in your estate planning, each with its own different benefits.
When you are planning your estate, please cover the following assets and their potential to benefit the Rosenbaum Family House.
- Life Insurance
- Real Estate (Partial or Entire, Owned Outright or Mortgaged)
- Stocks and Bonds
The WVU Foundation has composed some web tools to give you a starting point for your gift planning.
To review these tools, please visit the WVU Foundation.