Spend time with alumni and friends reflecting on their lives and one can understand the role William Penn University has had on many lives. People spend their lives accumulating assets and later begin to look for fulfillment in what their lives have meant. As someone who cares about William Penn, perhaps you have made plans for a gift through your estate to help continue our mission.
The Heritage Society was formed in 1982 to recognize those individuals who have made commitments to William Penn University through their personal gift planning. Their commitments provide for future opportunities at William Penn.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.