Giving to the University of Miami

Estate and Gift Planning 

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Join the Heritage Society

By becoming a member of the Heritage Society, you help the University of Miami meet the challenges of tomorrow by leaving a legacy for future generations of scholars and students. The Heritage Society connects individuals with the University and establishes a meaningful and enduring relationship with donors and their families.

Membership is open to all individuals who include the University of Miami in their estate plans. If you have already taken this step, you are a member of the Heritage Society. Members receive the following benefits:
  • Heritage Society certificate;
  • Heritage Society historic ibis pin;
  • Recognition in the UM honor roll (with permission);
  • An invitation to an annual donor recognition luncheon;
  • Invitations to other University events.
To confirm your planned gift, please provide a copy of the appropriate pages or sections of a will, trust, or other estate planning document. If you have not notified us of your plans, we encourage you to contact the Office of Estate and Gift Planning so that your intentions are acknowledged.

We look forward to working with you to design a plan that supports your financial goals and furthers the University's mission.

Statement of Support (PDF)
New! UM Faculty and Staff among many inducted into the Heritage Society

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The information in this website is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to income tax apply to federal taxes only. Federal estate tax, state income/estate taxes or state law may impact your results.

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