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Planned Giving Home

Professional Advisors

Welcome to Planned Giving at
Mount Vernon Nazarene University
It is our hope to provide you with useful information concerning various benefits offered through planned giving that will allow you to support the ongoing mission of MVNU while also providing for your loved ones. Thank you for taking the time to explore these planned giving benefits.

Planned Giving Opportunities

There are a variety of opportunities to consider in gift planning. Many of these plans have wonderful benefits for the gift donor. You can enjoy the benefit of increased income while maximizing tax savings. Please click on one of the pictures below to view a story that will explain the benefits of each plan.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city has grown until the farm is now within the city limits. More on The Retirement Unitrust >>.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Part Gift and Part Sale
A few years ago, Sue and Jim Wilson bought their first home. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that will help you in the process. After your review, please consult your professional advisors before making gift planning decisions.

J. Keith Newman, Ed.D.
Vice President for University Relations

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me or call me at 800-367-9294 at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact planned.giving@mvnu.edu.

If you are a professional advisor, you may take the following steps on this site.




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