Your legacy. Their future.
A planned gift lets you support Allen University for generations. Some, like a gift in your will, cost nothing today. Allen will work with you and your financial advisor to find the gift that fits your life.
Founded in 1870 by the African Methodist Episcopal Church. A planned gift helps carry that mission to the next generation.
Start with what matters to you.
Pick the statement that sounds most like you.
- I want to give later, at no cost todayInclude Allen in your will or trust, or name Allen as a beneficiary.Bequests & beneficiary designations ↓
- I’m 70½ or older with an IRAGive directly from your IRA. Once required minimum distributions apply, it can count toward yours.IRA charitable rollover ↓
- I want income for lifeMake a gift that pays you or a loved one income, then supports Allen.Life income gifts ↓
- I have stock, property, or other assetsGive appreciated assets and potentially avoid capital gains tax.Gifts of assets ↓
Gifts that fit your life and your plans.
Allen welcomes gifts of all types and will work with you and your financial advisor to maximize the benefit for you and the value of your gift.
Give laterBequests
How it works
Name Allen in your will or living trust. You can leave a specific amount, a specific asset, or a percentage of what remains after loved ones are cared for.
Why donors choose it
Costs nothing today, and you can update your will or trust anytime. A gift to Allen may reduce estate taxes.
Give laterBeneficiary designations
How it works
Name Allen as a beneficiary of a retirement account, life insurance policy, or bank or brokerage account.
Why donors choose it
Often the simplest planned gift, usually just a form from your provider. Retirement assets left to heirs may be taxed as income, while Allen, as a tax-exempt 501(c)(3), receives the full amount.
Give nowIRA charitable rollover (QCD)
How it works
If you’re 70½ or older, you can direct your IRA custodian to send a gift straight to Allen, up to an annual limit set by the IRS. The gift must go directly from your IRA to Allen. Employer plans like a 401(k) or 403(b) don’t qualify.
Why donors choose it
The gift is excluded from your taxable income, and once required minimum distributions apply, it can count toward yours. You don’t need to itemize.
Give and receiveLife income gifts
How it works
Charitable gift annuities and charitable remainder trusts pay you, or someone you choose, income for life or a term of years. What remains then supports Allen.
Why donors choose it
Gifts of appreciated property may generate income for you, with positive tax benefits.
Give now, keep for familyCharitable lead trusts
How it works
A lead trust pays Allen for a set period. Afterward, the remaining assets pass to your family or other beneficiaries.
Why donors choose it
Property or assets may stay in the family, while your gift may reduce estate taxes and supports Allen.
Give nowStocks & securities
How it works
Transfer appreciated stocks, bonds, or mutual funds electronically from your broker to Allen’s broker.
Why donors choose it
For securities held more than one year, you can generally deduct the full fair market value and avoid capital gains tax on the growth.
Give now or laterReal estate & personal property
How it works
Give a home, land, art, or other valuable property. With a retained life estate, you can give your home or farm and continue living there for life.
Why donors choose it
You may be able to deduct the fair market value of the property.
Everything your advisor needs.
Share this information with your attorney or financial advisor. Sample language is a starting point; your advisor will tailor it to your plans.
- Legal name
- Allen University
- Address
- 1530 Harden Street, Columbia, SC 29204
- Tax ID (EIN)
- 57-0341191
- Tax status
- 501(c)(3) tax-exempt educational institution
- General gift
I give to Allen University, a nonprofit educational institution located at 1530 Harden Street, Columbia, South Carolina 29204, Federal Tax ID 57-0341191, the sum of $_____ [or the following property: _____] to be used for its general purposes.
- Percentage of estate
I give to Allen University, a nonprofit educational institution located at 1530 Harden Street, Columbia, South Carolina 29204, Federal Tax ID 57-0341191, _____ percent (___%) of my estate, to be used for its general purposes.
- Residual gift
I give to Allen University, a nonprofit educational institution located at 1530 Harden Street, Columbia, South Carolina 29204, Federal Tax ID 57-0341191, all [or _____ percent] of the rest, residue, and remainder of my estate, to be used for its general purposes.
- Contingent gift
If [name of primary beneficiary] does not survive me, I give to Allen University, a nonprofit educational institution located at 1530 Harden Street, Columbia, South Carolina 29204, Federal Tax ID 57-0341191, [the sum of $_____ / _____ percent of my estate] to be used for its general purposes.
Want your gift to support something specific, like scholarships or a particular program? Talk with the Office of Institutional Advancement before finalizing your documents, so your wishes can be honored as you intend.
Thank you. Please let us know.
Sharing your plans doesn’t lock you in. It helps us:
- Honor your wishesUnderstand how you’d like your gift to be used.
- Thank you in your lifetimeExpress our gratitude now, not later.
- Plan for Allen’s futureKnow the support that will carry students forward.
Tell us about your legacy gift.
This opens an email with a few simple questions already listed. Share as much or as little as you’d like.
Let us know →Planned giving, answered.
Do I need a lot of money to make a planned gift?
No. Many planned gifts, like a bequest or beneficiary designation, can be any amount and cost nothing today.
Can I change my mind?
Yes. You can update a will, revocable trust, or beneficiary designation at any time.
Can my gift support something specific?
Yes. Talk with the Office of Institutional Advancement before finalizing your plans so your wishes can be honored.
Do I need an attorney?
A will or trust is usually prepared with an attorney. A beneficiary designation typically only needs a form from your account provider. Either way, talk with your advisors.
This information is for general educational purposes and is not legal, tax, or financial advice. Tax benefits depend on your individual circumstances and current law. Please consult your attorney, tax advisor, or financial planner before making a planned gift.
Plan a gift that outlives us all.
Help future Yellow Jackets walk the Yard for generations to come.