Ways to Give

Welcome to your resource for planned giving!

Midwestern University's success is the result of dedicated students, faculty and staff, and generous alumni and friends. We've created this easy-to-understand Web site to help you dream a little, about our future and yours. There are many easy giving options from which you can choose—strategies that enhance your personal well being, as well as MWU.

If you're not sure where to begin, try our Build Your Gift planner. By answering a few basic questions, this interactive tool steps you through the process of narrowing down your choices. It's fun and easy to use!

If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on Ebrochures to request specific information on a planning option. If you get lost, rest assured that we're always here to help. Simply contact Lisa A. Hellman at 630-515-7323 or toll-free 800-962-3053 or lhellm@midwestern.edu with any questions.

Thank you for visiting our Web site and, as always, thank you for your support and friendship.

The Heritage Circle
The Heritage Circle is an esteemed circle of friends created by Midwestern University to recognize and thank those who make a bequest or lifetime gift. As a Heritage Circle member, you become entitled to receive these special benefits:

News about MWU, medical advancements and health initiatives
Special mailings about Midwestern University and programs
Notices of meetings and other Midwestern University events
Priority updates on any changes in estate planning and tax issues and how they may have an affect you

By notifying us of your plan, you will automatically be enrolled in this prestigious circle. Call 800-962-3053 or e-mail development@midwestern.edu for more information.

Bequest Language
Have you remembered MWU in your will or trust? Here is the specific bequest language for Midwestern University that you can take to your attorney:

"I [name], of [city, state ZIP], give devise and bequeath to Midwestern University, whose office address is 555 31st Street, Downers Grove, IL 60515, __________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

Check Out Our Monthly Feature Articles:

Your Gift Makes a Difference to Our Students
Philip Huang is a 25-year-old second-year medical student at the Chicago College of Osteopathic Medicine (CCOM) at Midwestern University. More

Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More

Now's the Time to Review This Important Estate Planning Checklist
As the new year gets under way, now is the perfect time to take the necessary steps to update your estate plans so they reflect any life changes you experienced in the past year. More

Use Your Will to Change the Future
Do you hesitate to give to your favorite causes because you are concerned about needing your assets in the future for you or your family? A gift in your will, called a bequest, could be the right option for you. More

3 Steps to Change Beneficiaries in Your Will or Living Trust
If you wanted to name or change a beneficiary in your will, would you know what to do? The process is actually easier than you might think. More

Surviving the Loss of a Loved One: Estate Planning Help
Life is challenging. The loss of a loved one makes it even more so. But don’t let stress over your finances make it even harder—ease your way through the tough times with these smart financial strategies. More

Resources

Planned Giving