Planned Giving

The Pioneer Legacy Society

The Pioneer Legacy Society honors alumni, parents, and friends who have indicated that Franklin Pierce is in their estate plans. Franklin Pierce University offers a range of charitable gift planning opportunities to alumni, parents, and friends. Planned gifts allow you to remember and celebrate Franklin Pierce in a meaningful way that may not have been possible otherwise. 

We can help you explore a host of gift options that will allow you and your family to make a difference to present and future generations. In return for a planned gift, donors and their families may receive important estate and income tax benefits, and, depending upon their gift, an attractive annual income stream for their lifetime or the life of a secondary beneficiary.

To notify us of a planned gift, or to request more information, please submit this form.

---

Bequests

The most popular and easiest way to make a planned gift to Franklin Pierce is to make a commitment through your will.  A bequest can be a specific amount or a percentage of your estate.

Retirement Assets

By naming Franklin Pierce as the beneficiary or contingent beneficiary of your retirement plan assets, you can save estate tax and your non-spousal heirs' income tax, while making a significant impact on the University.

Life Insurance

You may transfer ownership of a paid-up policy you no longer need or use a new policy to name Franklin Pierce as owner and beneficiary.

Real Estate

If you own property that is fully paid off, an outright gift of that property may be the simplest solution. You can deduct the fair market value of your gift, avoid all capital gains taxes, and remove that asset from your taxable estate.

Life Income Gifts

Gifts that actually pay you an income! A life income gift offers future support to the University, while providing income for you and/or family members and a tax deduction in the year of the gift. Each life income plan has specific income, investment, and tax advantages.

 

For more information about making a planned gift, contact University Advancement at development@franklinpierce.edu.

---