Ways to Give | Roosevelt University

Annual Giving Planned Giving Named, Endowed & Matched Gifts Our Team Members

Annual Giving

Annual Fund for Student Success

The Annual Fund for Student Success is an unrestricted fund that allows Roosevelt to utilize your one-time, annual or recurring gift for prioritized student-focused initiatives.

The General Scholarship Fund

Gifts made to the General Scholarship Fund provide annual scholarships to new and continuing students, helping make their Roosevelt education a reality.

Planned Giving

Planned gifts are significant gifts made during an individual's lifetime, or at death, as part of the individual's overall financial plan. These gifts include, but are not limited to the following types of gifts.

Beneficiary Designations

A donor may choose to identify Roosevelt as a beneficiary within their life insurance policy, IRA, 401(k) or other retirement funds.

IRA Charitable Roll-Over

An IRA Charitable Roll-Over is a tax-free gift transferred directly to Roosevelt University from the donor's IRA by an individual who is 70.5 or older.

Real Estate & Personal Property

Gifts such as homes, property, artwork and other tangible items are considered on a case-by-case basis.

Stock & Mutual Funds

Publicly traded and closely held stocks and bonds may be accepted at a fair market value as determined under Internal Revenue Service rules.

Named, Endowed & Matched Gifts

Named Gifts

A named-gift is a one-time or annual gift made in the form of cash or stock and the gift is made in honor of the donor or an individual of their choice. Naming opportunities are dependent upon the gift amount and examples of named gifts include scholarships, professorships, rooms, centers, colleges, buildings, or other university initiatives.

Endowed Gifts

Endowed funds require a minimum investment of $50,000 and can be applied towards scholarships, professorships, department chairs, or other university initiatives, as desired by the donor. The lead gift is invested and a portion of the fund is available for annual distribution. Available endowment opportunities are dependent upon the value of each gift.

Matched Gifts

Does your employer or foundation match philanthropic gifts? If so, please inform us at the time of making your contribution. Roosevelt will then work directly with you and your employer to secure their contribution.