Honor Someone Special With a Future Gift in Their Name
If you have a loved one who has been impacted by William Penn University, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve.
An Example of How It Works
When Sarah's father passed away, she knew she wanted to do something that would establish a lasting legacy for him. She remembered that during his lifetime he was always praising William Penn University for its tireless efforts to better his community.
Sarah decided to make a gift to William Penn University in her father's name using appreciated securities. Not only will her father's legacy live on at William Penn University thanks to the gift and a commemorative plaque, but Sarah also received a federal income tax charitable deduction (because she itemizes her taxes) and eliminated capital gains tax on the securities.
- Contact Marsha Riordan at 641-673-1045 or email for additional information on creating a memorial gift at William Penn University.
- Seek the advice of your financial or legal advisor.
- If you make a memorial gift to William Penn University through your estate, please use our legal name and federal tax ID.
Legal Name: William Penn University
Address: Oskaloosa, IA
Federal Tax ID Number: 42-0707120