The Planned Giving staff at Case Western Reserve University recognizes that major philanthropic decisions are usually made in partnership with both an individual donor and his or her estate or financial advisor.
This relationship is so significant that the staff meets regularly with its Estate Planners and Advisors Council (EPAC) to share information about the university and learn about industry trends that may impact philanthropic decision-making.
We are pleased to provide a number of resources—such as sample bequest language and organizational information on this site for our EPAC members, as well as individual donors and their advisors and encourage you to explore our gift calculator and comparison tools.
To start a conversation about making a planned gift to Case Western Reserve, please contact the Office of Planned Giving at 1-877-477-1143.
Sanford R. Weiss, M.D. (ADL '55, MED '58) has given a $1.9 million charitable remainder annuity trust to the School of Medicine to support scholarships and commemorate his 50th reunion. Read more about this gift