Endowed Gifts

Your Gift Can Last Forever

An endowment gift to Union Institute & University today provides a brighter picture for our future. When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.

Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at UI&U. The remaining funds are reinvested to ensure indefinite support.

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An Example of How It Works

Couple Smiling Longtime supporters Susan and Charlie have two goals: First, they want to make sure UI&U continues to receive support after they're gone. Second, they want to memorialize Charlie's parents, Mr. and Mrs. Jones.

Susan and Charlie make a $25,000 donation to UI&U, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of the Joneses. Plus, Susan and Charlie get a federal income tax charitable deduction on their taxes because they made a lump-sum gift.

Next Steps

Take these steps to plan your gift

  1. Contact Carolyn B. Krause at 513-487-1165 or development@myunion.edu to discuss endowed gifts.
  2. Seek the advice of your financial or legal advisor.
  3. If you include UI&U in your plans, please use our legal name and federal tax ID.

Legal Name: Union Institute & University
Address: 440 E McMillan Street Cincinnati, OH 45206
Federal Tax ID Number: 31-0747997

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