Planned Giving

What is planned giving?

An introduction from Ed Zimmerman, ChFC, Director of Planned Giving

A planned gift can help you maximize your charitable donations to Marshall University by employing strategies and choosing gift options tailored to your particular needs and goals.

Planned gifts include bequests, charitable gift annuities, remainder and lead trusts, donor advised fund and giving through one's IRA or life insurance.

A planned gift is customized according to your needs and the assets you wish to use. A planned gift is a charitable donation, however, there are often tax benefits which offset the cost of the gift and they function as part of the donor's financial strategy.

With careful planning, a donor can make their ultimate gift and achieve, philanthropically, more than they thought possible while simultaneously providing for their families and meeting their personal needs.

A planned gift to Marshall can:

  • Help you attain your charitable goals
  • Offer substantial tax benefits for you
  • Provide income to you for the rest of your life

It will also:

  • Earn you membership into the Heritage Society
  • Confirm your lasting commitment to the University

Planned giving helps to sustain Marshall's standards of excellence and ensures its future success and vitality.

A planned gift to Marshall University helps build an enduring legacy for generations of Marshall students.

If you are considering a planned gift to Marshall, it would be my pleasure to speak with you about your needs and giving objectives. Please feel free to contact me at any time.

Ed Zimmerman
Director, Planned Giving
(304) 696-3739

You can also request more information online by using our online contact form.


Click "give now" to make a convenient and secure online gift to The Marshall University Foundation, Inc.


Planned Giving

Your journey is made one destination at a time. Discover what gift plan will work best for you.

Planned Giving Programs >>


Gifts Anyone Can Make

Did you know there are ways to support Marshall University that don't affect your current lifestyle or your family's security? You can support Marshall with gifts that don't impact the way you live.

Learn More >>