ANNUAL GIVING
Roosevelt’s Annual Fund is a collection of several funds that provide flexible, day-to-day resources for our students, faculty and programs where they are needed most. Contributions have an immediate impact in the current academic year. With a one-time or recurring gift, you can support urgent student-focused initiatives, including student scholarships, emergency funding and University operations.
EXPLORE GIVING INITIATIVES
Estate Giving
Planned and estate gifts are significant gifts made during an individual's lifetime, or at death, as part of the individual's overall financial plan. These gifts include, but are not limited to, the following types of gifts. If you have included Roosevelt University in your will or would like to discuss these options further, please contact the Director of Development & Strategic Fundraising.
- Beneficiary Designations | A donor may choose to identify Roosevelt as a beneficiary within their life insurance policy, IRA, 401(k) or other retirement funds.
- IRA Charitable Roll-Over | A tax-free gift transferred directly to Roosevelt University from the donor's IRA by an individual who is 70.5 years old or older.
- Real Estate & Personal Property | Gifts such as homes, property, artwork and other tangible items are considered on a case-by-case basis.
- Stock & Mutual Funds | Publicly traded and closely held stocks and bonds may be accepted at a fair market value as determined under IRS rules.
FURTHER EXPLORE PLANNED GIVING
NAMED, ENDOWED & MATCHED GIFTS
Named Gifts | A named gift is a one-time or annual gift made in the form of cash or stock, and the gift is made in honor of the donor or an individual of their choice. Naming opportunities are dependent upon the gift amount. Examples of named gifts include scholarships, professorships, rooms, centers, colleges, buildings or other University initiatives.
Endowed Gifts | Endowed funds require a minimum investment of $50,000 and can be applied towards scholarships, professorships, department chairs or other University initiatives, as desired by the donor. The lead gift is invested and a portion of the fund is available for annual distribution. Available endowment opportunities are dependent upon the value of each gift.
Matched Gifts | Does your employer or foundation match charitable contributions? If so, please notify your employer of your gift to Roosevelt. There may be a form you will need to fill out. To request confirmation of your gift, please email advancementservices@roosevelt.edu.
CONTACT US