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Heritage Club

Passing traditions from one generation to another, building bridges from the past to present to future—these are activities for those with vision enough to pave the way into and through the next century. The Heritage Club recognizes those providing future gifts to the university through estate provisions and is appropriate for individuals who desire to ensure the future of UWF through their gifts.

Heritage Club membership is extended to those who have included the University of West Florida in their wills, have established a life-income plan with the University as a beneficiary, have named the University as beneficiary and owner in their life insurance policy, or have made other estate provisions with the University as beneficiary.

Membership in the Heritage Club is a tangible way to let others know of your support to UWF. Donors, however, may also keep their membership confidential if so desired. This recognition gives the university an on-going opportunity to say thank you, either publicly or privately, for these special gifts.

Joseph and Margit Ambersley Family Foundation
Anna-Frances and Antonio Apap
N.S. Bassett
Lenora Beggs*
Elizabeth A. Bennett
Dr. Judy Bense
Terry Berling
Ronald N.* and Valmae Besser
Joan Ames* and John Thayer* Burr
Donald J. Carunchio
John C. Cavanaugh
Jon Cherry
K.C. and Lori Clark
Lacey Collier
Chester K. Davis
Dr. Ray Bennett and Dr. Linda Dye
Dr. Jane E. Dysart
Candy Caudill Ecsi
Hugh Garnett
Michael Gibbons and Lynette Schultz
C.W. and Marny Gilluly
Barbara Goggins
Charles Darrell Gooden
Bob A. Greenwood
Ann Gricius
Tim and Donna Haag
Dr. James R. Harding II
Lester and Lee Harris
L. Ray Harry
Calvin Hauffe
William M. Healey
Vaughan Hedrick
Kyle S. Holley
D. Pat Howe
Kevin and Beth Janser
Dr. Bob Kimball
Lucy and Stephen Kozak
John "Fuzzy" Krasowski
Robert John* and Phyllis Jane LaLonde
James A. Levitt
Mary S. Levitt
Larry* and Ella Manziek
Harold "Hal" Marcus
Constance and Patricia Marse
Jerry L. Maygarden
James R. Morrow, Jr. and Melba Smith Morrow
Kathleen A. O'Donnell
Eva C. Oldham
Donald H. Partington
Captain and Mrs. Jerry C. Patee USN (Ret.)
Leta K. Perkins
Robert A. Ray
Capt. Walt Reese, USN (Ret.) And Mary M. Reese
Betty Brewer Roberts
Brenda F. Robinson
Richard M. Rogers
Hynda B. Rome
Stephen I. Rome
Robert C. Rosasco
Stanley Schmerken
Joan Marie Seifert
Gordon and Bette Sprague
John Lamar Switzer, Jr.
Ray and Ellen Thrift
F. Norman and Elizabeth D. Vickers
David L. Walby
Jennifer L. Weldon
Laura J. White
Patricia S. Windham
Mark W. Wise
Joe and Betty Zimmers

* deceased

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to the University of West Florida a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the University of West Florida, a nonprofit corporation currently located at 11000 University Parkway, Pensacola, FL 32514, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to UWF or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to UWF as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to UWF as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and UWF where you agree to make a gift to UWF and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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