Office of Planned Giving

If you are 70½ or older, charitable gifts made to the James Madison University Foundation, Inc. directly from your IRA (up to $100,000 this year) are not reportable as taxable income. They also qualify for your required minimum distribution (RMD) which can lower your income and taxes while helping Madison prepare students to be educated and enlightened citizens. Learn More ›

White four column colonial building, text reads 'Create a Lasting Legacy at Madison.'

The most important number of all is One. One simple act of reaching out to us today so we can show you how your legacy gift can help JMU continue to thrive in perpetuity

Second Image: Three women gathered at any event dressed in JMU purple and gold colors. Two of the three women are wearing 50th Reunion Bluestone Society medallions around their neck.

Please let us know if you have included JMU in your will or estate plan so that we may honor your wishes for the direction of your future gift.
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Third Image: View of the top of three columns from the ground looking towards the sky.

The Madison Founders Society was created in 1981 to recognize donors who have remembered JMU in their wills and estate plans. These legacy gifts have an indelible mark on future generations, changing the world one person at a time.

Fourth Image: William F. Wright, member of Madison Founder Society and female scholarship recipient at James Madison University's annual Stewardship Luncheon.

William F. Wright ('60, '66M) created his lasting legacy by becoming a member of Madison Founders Society. If you would like more information about creating a legacy at Madison, including James Madison University in your will, establishing a scholarship or starting a guaranteed income for life through a charitable gift annuity, we would be honored to help.
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Fifth Image: Historical photo that is black and white of nine female students reading outside.

Although Madison changes, it also stays the same and the Madison Experience that you hold dear is also what our current students experience and value so highly.

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Thank you for visiting our website. If you have any questions about the best way for you to benefit now or in the future through a planned gift, please call 800-296-6062 or 540-568-8938. A member of our Planned Giving team will be glad to assist you.

Thursday June 29, 2017

For Advisors

We 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 are available to assist in helping you provide clients with clear and understandable gift illustrations. Advisor Resources

Charitable Tax Reference

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.

Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.

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