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Donors who make future gift commitments, such as including the University in their estate plans or naming the U as a beneficiary of a life insurance policy or retirement plan assets, make a generous promise to future generations.
We encourage donors who have made future commitments to UMD to make those intentions known so that they can be thanked accordingly. Future gift donors are not required to share the amount of their commitment.
When they have shared their intention to make a future gift, donors are recognized as members of the Heritage Society, a part of the Presidents Club.
In addition to the benefits of being enrolled in the Presidents Club, all new Heritage Society members receive complimentary registration for a special annual reception and dinner with their fellow future gift donors, along with University leaders. Heritage Society members come from near and far to enjoy this annual recognition event.
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.