Alumni Home
Planned Giving Home
Donor Stories
Wills Presentation
Create Your Plan
Meet the Staff
Finance News
Reading Room
Donor eNewsletter
Professional Advisors
Tax News
Calculator
Tax References
Advisor eNewsletter
Welcome to Lock Haven University Foundation
Planned Giving

Thank you for your interest in Lock Haven University and the Lock Haven University Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the Foundation who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.


Benefits for Family and Lock Haven University Foundation

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.


A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.


Bequests for Scholarships
Joe and Anna have been faithful supporters of Lock Haven University over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>.


Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


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.


Keith O. Barrows, JD, CFRE
Director of Development
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 kbarrows@lhup.edu.

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







© Copyright 1999-2010 Crescendo Interactive, Inc.


Lock Haven University · Office of University Advancement
314 Durrwachter Alumni Conference Center · Lock Haven, PA 17745 ·
Phone: 570-484-2293 · Fax: 570-484-2774 · E-Mail: kbarrows@lhup.edu