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Planned Giving

Meet Our Donors

A Visionary Force for Art and Davidson

Joan HuntleyJoan Huntley never had a Davidson diploma with her name on it hanging in the home she shared with her husband, Bob, Class of 1947, but she enthusiastically adopted the college as her own. More

 

Inspired by Students, Committed to Education

Ed KizerEd Kizer '61 chose Davidson in 1957 after being inspired by well-respected community leaders—Davidson alumni—in his hometown of Asheboro, North Carolina. More

 

Water Fights, Mr. Cat and Scholarships

Bill ReedBill Reed '76 has memories from college that could bring any listener to tears from laughter. Today, he’s making sure more students—student athletes, in particular—have the opportunity to come to Davidson and create their own memories. More

 

An Olympian, Prepared for Anything

Caroline QueenCaroline Queen may be an Olympic kayaker, and she may spend her days doing business development work for Ritz-Carlton, but she is first and foremost a Davidsonian from the class of 2014. More

 

A World of Discovery

Bob and Susan Smith“Bob and Susan Smith may be common names, but they are far from common in their selflessness and generosity.” These are the words of Flaviu Simihaian ’08, a man who met a very special family during a Rotary International trip...More

 

An Amazing Foundation

Melinda DennisMelinda Dennis ’87 explains why she gives back to Davidson, most recently in the form of a planned gift, in the simplest of terms. “Really, why wouldn’t I?” she said. She believes in tradition and generations and family. More

 

Lessons, Leaders and a Legacy

Dr. William (Bill) CrouchDr. William (Bill) Crouch ’61 left high school a year early, realizing that going into medicine involved a lot of school and he wanted a head start. My dad went to Clemson where I was always going until I got accepted to Davidson... More

 

Honoring Accomplishment and Family through Scholarships

BetheaTwenty-six alumni call themselves Bethea Scholars, and as such, they are forever associated with a name and a family that has deep Davidson roots. The scholarship was made possible through a bequest given by Andrew Bethea ’31, who died in 1974. More

 

Give Now, Give Later

AdcockGene Adcock '62 was told upon admission to Davidson that he would be lucky if he graduated with a C+ average. After earning straight ‘A's his first year, the Henderson, N.C., native... More

 

A Privilege to Give

AshcraftIt's a good thing Pete Ashcraft '57 wasn't applying himself fully as a teenager, for otherwise, he may never have found Davidson. Before his junior year in high school... More

 

A Legacy of Lifelong Learning

Joe LoganDuring his time at Davidson, Joe Logan '77, a member of one of the first co-ed classes on campus, says the message of giving back was regularly taught and shared. Whether through time or money, he always knew he would want to remain involved... More

 

Art and Pepper

Art and Pepper Jim Pepper '65 wasn't an A+ student. He viewed Davidson as his laboratory where he learned to deal with different kinds of people and enjoy them all along the way. More

 

Taking Care of Davidson

Olivia WareFor Olivia Ware '78, giving is about staying connected. Whether it's political or art or social causes, she wants to help the people and places that matter most to her. Giving to Davidson College, she says, is a way to support many things she cares about... More

 

Believing in a Freedom to Fail

Maria PattersonWhen Maria Patterson '79 moved onto her freshman hall at Davidson, it wasn't the start of the best four years of her life. In fact, she spent the first two years telling all her friends and classmates how she planned to transfer. More

 

Changing Lives, Present and Future

Davidson College alumni Davidson College alumni often point to specific experiences during their time on campus and describe them as life changing. Maybe a professor encouraged them to think in an innovative way. More

 

An Investment in Potential

Elena PaulIf you ask Elena Paul '85 why she loves Davidson College, she talks about the institution's commitment to ideas and service—two things that have followed her throughout her life and her career. More

 

Committing Early to a Lasting Impact

Elena PaulWhen the term "planned giving" is used, it's often thought of as something more seasoned alumni do…a later-in-life decision to include Davidson in estate plans and to think about a forever legacy on campus. Nowadays, the timeline is changing. More

 

Love, Marriage, Davidson

Lorinna LowranceLorinna Lowrance—often seen wearing red with a large, silver Wildcat pendant around her neck—married a Davidson man. More

 

The Ultimate Student

Lorinna LowranceSome people are born to learn and born to teach. These people often march to the beat of their own drummer. They leave an impression that is not soon forgotten. That was certainly the case for Edward E. "Scotty" Wilson, class of 1959. More

 

Forever Impact for Student Athletes

Lorinna LowranceThe late Ralph '40 and Vivian Monger gave generously to Davidson College through financial contributions and through volunteering. Ralph was involved in multiple Reunions for his class and served on the Board of Visitors... More

 

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Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

A charitable bequest is one or two sentences in your will or living trust that leave to Davidson College 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

 Bequest Language

I, [name], of [city, state ZIP], give, devise and bequeath to Davidson College [written amount or percentage of the estate or description of property] for [its unrestricted use] or [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 Davidson 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 Davidson 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 Davidson 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 Davidson where you agree to make a gift to Davidson 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.
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