Supporting OLLI through your estate plans does not always require you to make an appointment with an attorney.
Naming the WVU Foundation as the after-death beneficiary of an IRA or other retirement account can be accomplished with a simple form available from the plan administrator. Then letting the Foundation staff know that your future gift is to support the OLLI program (for operations, expansion of classes, technology needs, or classroom upgrades) will assure that good result.
Contact Deborah Miller at 304-284-4033 or firstname.lastname@example.org or Karen Galentine, Director of Development at the WVU School of Public Health, at 304-293-1828 or email@example.com with your good news. That’s really all it takes.
And if you’ll be at least age 70 by the end of A State of Minds: The Campaign for West Virginia’s University on December 31, 2017, your future IRA gift will count to help OLLI reach its goal.