Legacy Society

How to Join

To be eligible for membership in the Legacy Society, you need only notify us in writing that you have arranged any one of the following gifts to benefit the Edward Via College of Osteopathic Medicine:

• A bequest in your will or revocable trust
• A beneficiary designation for your retirement plan assets
• A beneficiary designation on a life insurance policy
• A life income gift that names the College as a remainder beneficiary (for example, a charitable remainder annuity trust, or a charitable remainder unitrust)
• A charitable lead trust that provides payments to the College for your lifetime or a term of years.

Qualifying gifts may be revocable or irrevocable, for any amount, and for either restricted use (such as a scholarship) or unrestricted use.

If you have already included the College in a bequest or other planned gift, we hope you will let us know by filling out a non-binding Statement of Intent to Provide Future Support and Recognition Questionnaire.

Benefits of Membership

Members of the Legacy Society receive a certificate of membership, and member names will be listed in the College’s annual report. Members may also receive occasional invitations to return to campus for lectures or events.

Your willingness to let us include your name in our annual reports inspires others to follow your example, but we respect those who wish their names to remain anonymous. Even if you prefer anonymity, please let us know of your plans on a confidential basis so that we may more properly plan for the future and honor your wishes for your legacy. Please note that letting us know of your current plans does not obligate you, your estate or your heirs in any way.