Planned Giving

Planned Gifts are an exciting way loyal Hokies can leave a lasting legacy on Virginia Tech Athletics.

Smart planning can ensure the gift you make accomplishes both your personal and charitable goals.

Gifts of Real Estate

Many types of real estate, including personal residences, farms, undeveloped land, and commercial properties, can be used to make a gift to Virginia Tech.

Donors of real estate receive an income tax deduction and avoid capital gains tax. In addition, your outright gift of real estate typically avoids maintenance costs, property taxes, insurance, and other on-going expenses.

We can help you with required forms which include, at a minimum, an appraisal, environmental review, and deed. 

Stocks and Securities

A gift of stock or securities (stock, bonds, mutual funds) typically involves publicly traded shares, such as those traded on the major exchanges and over the counter, as well as most mutual funds. Gifts of restricted stock and privately held stock, though more complex, are also possible.

Your gift of securities can provide you with significant tax and financial benefits, such as bypassing capital gains taxes and providing a valuable income tax deduction – both of which effectively reduce the cost of making your gift.

To coordinate any gift of securities see the instructions below and contact the Hokie Club with any questions.

Donor-Advised Funds

If you are interested in making a gift through these types of gifts, certain restrictions apply regarding VTAF priority points. Please contact a Hokie Club representative for more information.

For more information, please visit our Donor-Advised Funds page or contact a Hokie Club representative. 

Will Bequests

The simplest way to make a future gift to Virginia Tech Foundation is to name the Virginia Tech Foundation, Inc., as a beneficiary in your will or revocable trust. These estate gifts come to the university after the donor passes away. A bequest donor:

  • Retains complete lifetime control over the assets designated as a future gift
  • Is free to change the gift at any time during your life
  • May direct the gift to any area of the university

For more information, please visit our Bequests page. 

Life Income Gifts

Life-income gifts allow you to provide for yourself, loved ones, and Virginia Tech.

Here's how they work:

  • You transfer cash, securities, real estate, or other qualifying assets to the Virginia Tech Foundation Inc. Using appreciated assets can reduce the effective cost of your life income gift.
  • During your lifetime, you receive a predefined income stream. If desired, income can continue during a spouse's lifetime. Other individuals may be named as beneficiaries.
  • When the plan ends, the university uses the gift remainder as you have specified.

Three kinds of gifts can pay you income:

  • Charitable gift annuity
  • Charitable remainder trusts
  • Pooled income fund

Retirement Account Gifts

Assets you have accumulated in a tax-deferred retirement account such as an IRA, 401(k), 403(b), or SEP, can fund a tax-wise gift that will come to Virginia Tech after your lifetime – with minimum paperwork, maximum flexibility, and no impact on your retirement fund or other lifetime finances.

For more information, please visit our Retirement Account Gifts or IRA Rollovers page.

Questions?

For more information on all planned giving avenues, please contact the Hokie Club office at (540) 231-6618