What Is a Deed of Gift?
A "deed of gift" is a simple document (pdf) by which you-the donor-and the University of Hartford can formally make the necessary arrangements to establish a named endowed fund.

It is preferable for both the donor and the university to discuss and agree upon spending restrictions and special instructions in advance of the gift. This agreement will ensure that the university has the greatest degree of flexibility in applying the income from the fund, and donors have the greatest likelihood that their intentions can be faithfully and most effectively fulfilled.



By "naming" the endowed fund, the donor may permanently attach his or her name, honor someone else, or memorialize a loved one through the annual application of revenue attributable to the fund. Once the deed of gift has been executed and an initial gift exceeding $10,000 has been received, the fund has been established. In each successive year following the fund's establishment, donors and pre-selected family members receive reports from the University of Hartford highlighting principal growth, investment performance, and revenue produced.

To begin your discussion with the University of Hartford about the terms of your Deed of Gift, please contact our director of Planned Giving.

For more information on Planned Giving, contact Peter Congleton at 860.768.2415 or congleton@hartford.edu


Please note that the University of Hartford does not provide tax or legal advice. Gift calculations may be provided for illustrative purposes only, and the actual values may vary based on the timing and nature of your gift. Advice from legal and tax counsel should be sought when considering a charitable gift of any kind.