Rocket Legacy Society

Leaving a legacy at the University of Toledo is something many alumni and fans want to support, but often times, do not know how to initiate. Without some action on your part, your annual support will conclude at the end of your life. However, your support of the Rockets does not have to end.

The Rocket Fund Legacy Society provides all Rocket supporters the opportunity to ensure their giving continues in perpetuity. As we build on our success and plan for the future, it is imperative that we establish a Rocket Fund endowment that supports our student-athletes in perpetuity.

Here is how the program works: The Athletic Department can use 4% of the Rocket Fund endowment annually to address the Department's top priorities. Any investment gains in the endowment above the 4% are added to the principle amount each year to ensure the endowment remains in perpetuity. For example, if your current annual Rocket Fund gift is $1,000, multiply it by 25, and $25,000 is the amount needed in the Rocket Fund endowment to generate your current annual gift forever.

If you have any questions, please do not hesitate to reach out to us here in the development office. For more information on becoming a member of the Rocket Fund Legacy Society call 419.530.4183.

Rocket Fund Legacy Society gifts require a minimum of $2,500 ($100 divided by 4%).

WAYS TO GIVE

• Gifts and Pledges: You can join the Rocket Fund Legacy Society by making a one-time gift or by making a pledge payable over 2-5 years.
• Bequests: Giving through your will or revocable living trust is among the most popular ways to make an estate gift. Please contact us for the language that you would need to include in your estate planning document.
• Life Insurance: If you have a life insurance policy that you no longer need, consider gifting the policy to the UT Foundation for the Rocket Fund endowment, or make UT the policy's beneficiary.
• Charitable Gift Annuities: You can make a gift to the University of Toledo, and receive an income for the rest of your life through a charitable gift annuity (CGA).
• Retirement Plan Assets: You can designate the UT Foundation as a beneficiary of your retirement plan or IRA, and donors at age 70 ½ and older can take advantage of the IRA charitable rollover. You can make charitable contributions directly from your IRA without having to pay tax on the distribution.

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