Planned Giving & Estate Planning

The McIntire School of Commerce is here to serve you, your family and your professional advisors with helpful infomation on tax-wise giving, life income plans and estate planning. Explore the site. Feel free to contact us as we work together in reaching Mr. Jefferson's visionary goals.

Planned Giving Home

GiftLegacy Newsletter

Professional Advisors

CGA - CRT
Comparison Chart

Naming the Buildings

McIntire Foundation Tax ID:
#51-0159775

Welcome to McIntire School of Commerce, University of Virginia
Planned Giving
The leaves are beginning to change in Charlottesville and life is very busy at the McIntire School of Commerce. On October 3rd the School experienced an overflow crowd for the Fall Forum "Investment Strategies in Turbulent Times." Many faculty have been quoted in recent articles in major newspapers regarding current financial news. Our students are engaged in current events while studying under a world-class faculty team. Trying times, but exciting times in the classroom!

Monthly Thought

Sweet Success : The right recipe makes the right difference.

Success thrills for a moment. Integrity fills a lifetime. Legendary coach Joe Paterno says, "Success without honor is an unseasoned dish; it'll satisfy your hunger but won't taste good." With honor, our success is well seasoned.

Thank you for taking the time to explore the benefits of gift planning on our website. There are still naming opportunities in McIntire's beautiful new home in Rouss & Robertson Halls. Please call or email if we can answer any questions or be of service to you.

IRA Rollover Gifts

If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.

Benefits For Family and McIntire School of Commerce
University of Virginia
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Setting a Goal of Giving Back
Col. Richard A. Raichlen (McIntire '40) reached many of his goals in consecutive successful careers, first in the U.S. Army, where he served for more than 31 years, and then at Computer Sciences Corporation More on Setting a Goal of Giving Back >>.

Parents Express Gratitude with Real Estate Gift
Several years ago, Kerry and Sandy Favro made a generous gift of real estate to the McIntire School of Commerce; the Favros wanted to express their gratitude for the quality of the education that their daughter, Jill Favro Sawatzky (McIntire '91), had received. More on Parents Express Gratitude with Real Estate Gift >>.

Honoring the Memory of Major Charles N. Hulvey
Visit John and Trula Wright in their Charlottesville home, and you'll find yourself in the midst of a veritable museum, filled with artifacts from places as far-flung as Syria, China, and Greece. More on Honoring the Memory of Major Charles N. Hulvey >>.

Giving Thanks for the Gift of Opportunity
Crum recently shared some of his real estate largesse with the McIntire School of Commerce by placing one of his highly appreciated income properties in a charitable remainder unitrust. More on Giving Thanks for the Gift of Opportunity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Judy Cash
Director of Planned Giving

Professional Advisors

We also 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 also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jcc@virginia.edu.

If you are a professional advisor, you may take the following steps on this site.