Transferable on Death (TOD) GiftsHarold and Jeanne married after meeting at an event Wagner College held for our donors. They wanted to leave a legacy gift that would support our mission and ensure that we remain financially strong well into the future.
Jeanne: We talked to our investment advisor about planning goals and explained that we wanted to support Wagner College. Our advisor suggested a simple solution naming Wagner College as a beneficiary of one of our mutual funds.
Harold: I like knowing that if I pass away, Jeanne will have enough to meet her needs. We both like knowing that Wagner College will receive the mutual fund after both of us pass away. We couldn't be happier with our giving strategy.
Is a transferable on death (TOD) gift right for you?
If you own stocks, bonds or mutual funds and would like to make a gift to leave a legacy and support Wagner College, consider a transfer on death gifting strategy. If you have questions about transfer on death giving strategies, please contact us. We would be happy to assist you and answer any questions that you have.
*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since the benefits of a TOD gift may differ depending on your personal circumstances, please consult with your legal, tax or financial advisor.