Case Western Reserve University

The easiest way to make a donation to Case is by check. Although cash gifts are gladly accepted, we strongly suggest that donations be sent via a check.

Mail your contribution to:

Frances Payne Bolton School of Nursing
Alumni Relations and Development
Case Western Reserve University
10900 Euclid Avenue
Cleveland, Ohio, 44106-4904

Your check should be made payable to the Frances Payne Bolton School of Nursing. Please include a brief note instructing us how to designate your gift, or even simpler, print the contribution form and return to us.

To make a memorial or honorary gift by cash or check, please include a note that indicates the name of the person you arE memorializing or honoring and the family contact name and address (for memorials) or the individual's name and address (for honorary gifts). We will be sure to notify the family/individual of your thoughtfulness.

There are many advantages to electronic bank transfers. You never have to worry about a check being lost in the mail and most importantly, it's safe and free.

You may have any amount (minimum $10) automatically deducted from your checking account or debited to a credit card monthly. Just like electronic banking, your generous contribution is easily and automatically transferred. We call it E-Z Giving! Just complete the contribution form and send it with a first payment check (so we can list the correct routing information.)

Case's Matching Gifts Program

Make a Gift on Case's secure giving website

If you are an employee of Case Western Reserve University, it is easy to make a gift. You may have any amount ($2 minimum) automatically deducted from your paycheck monthly. Just print out and then submit the Payroll Deduction Form to the address provided.

The Frances Payne Bolton School of Nursing gladly accepts gifts of tangible personal property or real estate that FPB or Case would otherwise need to purchase.

Gifts of real estate can include principal or vacation homes, farms, commercial property, or land. Tangible property can include works of art, letters, equipment and other tangible goods. The Office of Gift Planning would be happy to work with you to determine how such gifts can fit into your estate planning.

If you are interested in donating any item, please contact Nora Hennessy at 216-368-6531 in the Office of Alumni Relations and Development.

For more information, please contact the Office of Alumni Relations and Development at fpbdevelopment@case.edu.

Planned giving is a method of including charitable giving in your total financial plan. There are many effective vehicles--a bequest through a will or retirement account, a charitable gift annuity, or a charitable trust, just to name a few--that alumni and friends of Case use in support of the university. Moreover, many of these vehicles also benefit your personal goals by enhancing your future financial security.

• Saving for retirement
• Avoiding capital gains tax
• Providing for a grandchild's education

About two-thirds of last year's planned giving support came through bequests received from estates and the remainder came from life income plans.

Visit Case's Planned Giving Website

There are a number of popular planned giving options used by Case benefactors. As with all financial decisions, a planned gift should be designed with care. The Office of Gift Planning would be pleased to work with you and your advisors to design and facilitate the planned gift that is most appropriate and beneficial for you.

For more information, contact Nora Hennessy, Executive Director, at (216) 368-6531, toll-free (800) 824-2540, ext. 6531 or e-mail her at Nora.Hennessy@case.edu.

Bequests

The most common form of planned giving is a gift made through a donor's will. Individuals may name the Frances Payne Bolton School of Nursing in their wills for a specific amount or a percent share of their estate. FPB can also be a residual beneficiary of an estate after payment of bequests to others.

It is easy to include FPB in your estate plan by adding a simple codicil to an existing will or by including language in a will you are currently having drafted.

If you have included FPB in your estate plans, we hope you will inform us. We want to be able to recognize you for your generous intent and also make sure the gift will be appropriately stewarded.

Of course, a gift to FPB through your estate may also lessen the tax burden to your heirs.

Gift Annuity

Gift Annuities are attractive to donors who want to receive a guaranteed stream of income for life and simultaneously establish an endowment with the remaining principle of the gift. FPB follows the rates established by the American Council on Gift Annuities.

Charitable gift annuities may be funded with cash or securities; if securities are transferred to the School, the donor will avoid paying capital gains tax on appreciated securities and the annual income the donor receives will include tax preferential treatment for a period of years.

Life Insurance

A gift of whole life insurance can be made to the Frances Payne Bolton School of Nursing by naming FPB as the irrevocable owner and beneficiary of the policy. Gifts of life insurance policies require charitable contributions from the donor to the university in the amount of any premiums, including unscheduled premiums, which may become due.

The School may also be named as the beneficiary of a life insurance policy that you continue to own. This designation is easy to accomplish and simply requires completing a change of beneficiary form from your insurance company.

Real Estate & Tangible Property

The Frances Payne Bolton School of Nursing gladly accepts gifts of tangible personal property or real estate that the University would otherwise need to purchase.

Gifts of real estate can include principal or vacation homes, farms, commercial property, or land. Tangible property can include works of art, letters, equipment and other tangible goods. The FPB Office of Development would be happy to work with you to determine how such gifts can fit into your estate planning.

Retirement Plans

Individual Retirement Accounts (IRAs), Keogh plans, tax-sheltered annuities, 401(k), 403(b) and other qualified pension and profit-sharing plans can also be used to support the Frances Payne Bolton School of Nursing. When a donor names FPB as a beneficiary in such a plan, the funds will usually pass to the university outside of probate and will not be taxed. It is very easy to designate FPB as the beneficiary under one of these plans. Simply request a change of beneficiary form from your plan provider.

We would appreciate it if you would inform us of your generous intent because we want to recognize you and ensure that your gift will be appropriately stewarded.

Trusts 

Charitable Lead Trusts

Charitable lead trusts are most appealing to donors who wish to pass appreciated assets to their heirs without paying a substantial amount in taxes. This is accomplished by allowing the Frances Payne Bolton School of Nursing to receive income from the donor's assets for a specified time, after which the asset is transferred back to the donor or to the donor's heirs. The donor does pay a gift tax on the asset when placed in the trust. The trust can reduce gift and estate taxes or provide a charitable deduction for the donor.

Charitable Remainder Trusts

Through irrevocable charitable remainder trusts, donors can get income tax deductions and avoid capital gains taxes. Many donors find these trusts particularly appealing during retirement planning.

There are two types of trusts--charitable remainder annuity trusts and charitable remainder unitrusts--by which a donor will receive a certain percentage return for life, and, at the donor's death, the property in the trust becomes FPB's, much like if you had beqeathed it in your will.

For more information, please contact the FPB Office of Development at fpbdevelopment@case.edu .

Outright Gifts of Stocks and/or Bonds

Donors need to contact their broker stating they want to gift (XXX) shares of (XXXXXX) stock(s) to Case Western Reserve University (Frances Payne Bolton School of Nursing) for this/these purpose(s).

Donors' brokers should call or email Tony Fatica in the University Treasurer's Office at 216-368-3253 or 1-800-315-3863 for DTC transfer instructions.

The Treasurer's Office will fax the broker the instructions.

Should Tony Fatica not be available due to illness or vacation, please ask for Twyla Miller at 216-368-5399.

Mutual Funds

The Treasurer's Office has put together information for 4 of the 5 largest mutual fund families to help facilitate donors who intend to gift non-retirement mutual fund shares to the university. The four mutual fund families for which the Treasurer's Office has gathered information are:

• Fidelity
• Vanguard
• American
• T. Rowe Price

These four mutual fund families were chosen for their popularity and the relative simplicity for facilitating a donation. Several other large mutual fund families were researched, but the process seems too involved and burdensome for most donors.

Please call or email Tony Fatica at 216-368-3253 or 1-800-315-3863 for any questions regarding the above information.