Ways to Give | Roosevelt University

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

Annual Giving

ANNUAL FUND FOR STUDENT SUCCESS

Roosevelt’s Annual Fund is a collection of several funds that provide flexible, day-to-day resources for our students, faculty and programs where they are needed most. Contributions have an immediate impact in the current academic year. With a one-time or recurring gift, you can support urgent student-focused initiatives, including student scholarships, emergency funding and University operations.

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. If you have included Roosevelt University in your will or would like to discuss these options further, please email advancement@roosevelt.edu.

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 charitable contributions? If so, please notify your employer of your gift to Roosevelt. There may be a form you will need to fill out. To request confirmation of your gift, please email annualgiving@roosevelt.edu.