A legacy gift costs nothing today. Made through a will, a beneficiary form, or a plan you may already have, it becomes part of an endowment built to serve Gurudev’s vision for generations to come.
We’re grateful to everyone who chooses to think this far ahead, trusting that the values they’ve carried in their own lifetime will continue to serve others long after.
How It Works
Include the Gurudev Endowment Fund in your Will or Living Trust by leaving a specific amount, a percentage of your estate, or a portion of your remaining estate after providing for family and loved ones.
How to Get Started
Contact the Endowment Team, and we’ll guide you through the language and next steps.
Work with your attorney or estate planning professional to include the Gurudev Endowment Fund as a beneficiary.
Complete our Legacy Giving Form so we can record your commitment.
How It Works
Name the Gurudev Endowment Fund as a beneficiary of your IRA, 401(k), 403(b), or other retirement account. This is often one of the simplest and most tax-efficient legacy gifts.
This is typically a simple beneficiary designation you can complete through your plan provider.
How to Get Started
Request a beneficiary designation form from your plan administrator.
Name the Gurudev Endowment Fund as a full or partial beneficiary.
Return the completed form.
Complete our Legacy Giving Form.
How It Works
Life insurance is often one of the simplest legacy gifts because you only need to update your beneficiary designation. For example, if you have a $1 million policy, you could leave 90% to your family and 10% ($100,000) to the Endowment, with the insurance company paying each beneficiary directly according to the percentages you select.
You can also purchase a new policy naming the Gurudev Endowment Fund as both owner and beneficiary, rather than updating an existing policy.
How to Get Started
Contact your insurance company.
Request a beneficiary designation form.
Name the Gurudev Endowment Fund as a full or partial beneficiary.
Complete our Legacy Giving Form.
How It Works
Donate a home, vacation property, commercial property, or other real estate, in full or in part, during your lifetime or through your estate plan. Every property is reviewed individually before acceptance.
You can also give a portion of your home, such as a fractional interest, or transfer your home now while retaining the right to live there for the rest of your life.
How to Get Started
Contact the Endowment Team before initiating a transfer.
We’ll discuss your property and determine whether it may be appropriate.
If appropriate, we’ll work with you and your advisors to complete the gift.
How It Works
Some donors are interested in charitable gift annuities, charitable remainder trusts, or similar strategies that can provide income during their lifetime while also supporting the Endowment. These are custom arrangements, evaluated and structured individually, and availability can depend on your specific situation and timing.
How to Get Started
Contact the Endowment Team to start the conversation.
We’ll work with you and your professional advisors to determine whether a custom structure may be appropriate for your situation.
For legacy and estate gifts, many donors find it helpful to loop in their own advisors. We can connect you with someone who can work with your team, and we recommend consulting your own attorney or legal counsel when finalizing your estate plan.
The information on this page is for general educational purposes only and is not intended as legal, tax, or financial advice. Please consult your attorney, accountant, or financial advisor before making a gift.
