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Welcome to Rockhurst University Planned Giving

The Rockhurst University's Office of Gift Planning is dedicated to helping alumni, friends, parents, and professional advisers learn about opportunities to support the university in ways that complement personal planning objectives. How would you like to make a difference at Rockhurst University?

There are many opportunities for ones charitable objectives to be combined with immediate and long-term plans that are suggested by professional advisors. Through the years, we've helped hundreds of alumni and friends of the University establish a Rockhurst legacy that will benefit the students and the university now and in the future.

The essence of gift planning and charitable estate planning is the creation of an estate plan that expresses your personal values through the integration of philanthropic, family, and financial goals.

Learn how gifts make a difference at Rockhurst University.

Ed



Edward T. Fredenberg
Major and Planned Giving Officer
Phone: 816-501-4239
Email: edward.fredenberg@rockhurst.edu


Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.



Benefits For Family and Rockhurst University

The following stories are intended for illustration purposes. The people featured may not represent actual Rockhurst University donors. Nevertheless, they are typical of the types of donors who have chosen to take advantage of the benefits provided by planned giving at Rockhurst.  There are several types of plans. Many of these have wonderful benefits for the gift donors. Many families have enjoyed increased income and generous tax savings.  Just click on the picture and you can view each story.

Current Gifts
The following story is intended for illustration purposes. The people featured do not represent actual Rockhurst University donors. Nevertheless, they are typical of the types of donors who have chosen to take advantage of the benefits provided by planned giving at Rockhurst. More on Current Gifts >>.


Deferred Gift Annuity
The following story is intended for illustration purposes. The people featured do not represent actual Rockhurst University donors. Nevertheless, they are typical of the types of donors who have chosen to take advantage of the benefits provided by planned giving at Rockhurst. More on Deferred Gift Annuity >>.


Turning a Good Opportunity into an Even Greater Benefit
Lou Heitlinger looks for opportunities to do better. He likes to take advantage of opportunities to reduce his taxes. He also strongly believes in making major contributions to charity while he is alive, rather than after his death. More on Turning a Good Opportunity into an Even Greater Benefit >>.


Tales from
When Professor Dick Shaw retired from Rockhurst University in 2003, friends and family took the opportunity to pay him back for a lifetime of giving. More on Tales from >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.


Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact Edward.Fredenberg@rockhurst.edu.

If you are a professional advisor, you may take the following steps on this site.







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