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Donor Stories

Grateful for Professors and Judges

Ronald Parker

The University of Baltimore was convenient and affordable for Ronald Parker. The budding entrepreneur owned several businesses while he worked toward his degrees. "I sold snowballs and Christmas trees in between classes and studying," Parker says. Read More

Supporting the Future

Alfred A. Windesheim

In 1959 Alfred A. Windesheim, CPA, was the first person in his family to graduate from college. He matriculated to the University of Baltimore in the fall of 1955 and credits the work-study program at UB with his foundation and successful career. Read More

Scholarship Grows From $10 Start

Michael Curry

Michael Curry always believed that one day he would be able to give back what was given to him during his time at UB. He’s making a big impact with an endowed scholarship. Read More

Alumnus Reflects on UB and His Endowed Scholarship to the School of Law

Judge Norman E. Johnson Jr.

The Irene and Norman Johnson Law School Scholarship Fund was endowed by Judge Norman E. Johnson Jr. ’77 to honor his parents and help students with financial need attend and graduate from law school. Read More

Reflections From the Longest-Serving UB President

H. Mebane Turner

H. Mebane Turner is an educator who earned four degrees and one honorary. He has held many professional titles throughout his long career, including: stockbroker, ordained army chaplain, field secretary, dean of students, director of admissions and provost. Read More

Last Published 7/09/15

A charitable bequest is one or two sentences in your will or living trust that leave to the University of Baltimore a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the University of Baltimore, a nonprofit corporation currently located at 1130 N. Charles St., Baltimore, MD 21201, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to UB or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to UB as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to UB as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and UB where you agree to make a gift to UB and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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eBrochure Request Form

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