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Planned Giving

Contact Planned Giving

The George Washington University's Office of Planned Giving helps alumni and friends who wish to support the University through their estate plans or via gifts that provide lifetime incomes to the donor, such as charitable gift annuities or trusts. Please call us for assistance as you consider a planned giving opportunity at (877) 498-7590. If you are the administrator for an estate, please contact Justine Van Wie at (202) 994-9525.

Office of Planned Giving
1922 F Street NW
Washington, DC 20052
e-mail:  pgiving1@gwu.edu
General Office Phone: (877) 498-7590

 

Courtney Tsai, JD, CAP ®
Assistant Vice President, Planned Giving
202-994-8144
e-mail: courtneytsai@gwu.edu

+- Bio

Courtney TsaiCourtney L. Tsai, J.D., CAP ® Executive Director of Planned Giving at GW, where she has worked since 2015. Her responsibilities include management of the planned giving team, maintaining a portfolio of generous GW alumni and friends, and serving as the planned giving liaison for the Columbian College of Arts and Sciences, School of Media and Public Affairs, School of Engineering and Applied Science, the Law School, the GW Museum and Textile Museum, and the Mount Vernon College campus.

Courtney came to GW after working in planned giving for the University of Chicago, Easter Seals Headquarters, and Pepperdine University. She is a magna cum laude graduate of the University of Notre Dame and received her J.D. from Pepperdine University School of Law. She is a Chartered Advisor in Philanthropy ®, as well as a member of the National Capital Gift Planning Council and the National Association of Charitable Gift Planners. Courtney is also licensed to practice law in the District of Columbia.

Justine Van Wie, SPH MS '11
Director, Gift and Estate Administration
202-994-9525
e-mail:  justinev@gwu.edu

+- Bio

Justine Van WieJustine Van Wie is Director, Gift and Estate Administration and has been with the GW Office of Planned Giving since 2006. She manages estate administration, planned giving communications, donor stewardship, and Heritage Society events, among other responsibilities.

Justine is an alumna of St. Mary's College of Maryland and has completed a master's degree in clinical exercise physiology through GW's Milken Institute School of Public Health. She is a member of the National Capital Gift Planning Council and the National Association of Charitable Gift Planners.

Adam Lewis, CFRE, CAP ®, GSEHD MA ‘09
Director, Planned Giving
202-994-7657
email: aslewis@gwu.edu

+- Bio

Adam LewisAdam S. Lewis, CAP ® is Director of Planned Giving at GW, where he has worked since 2007. In addition to maintaining a portfolio of loyal GW alumni, friends, and grateful patients, his responsibilities include acting as the planned giving liaison for the School of Medicine and Health Sciences, the Milken Institute School of Public Health, the School of Nursing, GW Athletics, GW Hillel, and other central university initiatives, as well as overseeing the university's planned giving marketing strategy.

Adam came to GW after working in development for the Hebrew Home of Greater Washington in Rockville, Md. He is a cum laude graduate of the Philip Merrill College of Journalism at the University of Maryland, College Park, and holds a master's degree in higher education administration from GW's Graduate School of Education and Human Development. He is a Certified Fund Raising Executive and a Chartered Advisor in Philanthropy ® and serves on the board of directors of the National Capital Gift Planning Council.

Louisa Sizemore
Director, Planned Giving
202-994-2331
email: lsizemore@gwu.edu

+- Bio

Louisa SizemoreLouisa Sizemore joined GW in 2020 as a Director of Planned Giving. In addition to maintaining a portfolio of loyal GW alumni and friends, she acts as planned giving liaison for the Elliott School of International Affairs, the GW School of Business, the Graduate School of Education and Human Development, the College of Professional Studies, the Graduate School of Political Management, the Trachtenberg School of Public Policy and Public Administration, and the Corcoran School of the Arts and Design.

Prior to GW, Louisa worked in planned giving for environmental non-profits for more than eight years. Most recently, Louisa launched a planned giving program at Friends of the Earth. She is a graduate of Miami University in Oxford, OH where she majored in zoology and environmental science. Louisa is a member of the National Association of Charitable Gift Planners and the National Capital Gift Planning Council.

Margaret Battey
Associate, Planned Giving
202-994-8209
email: mbattey@gwu.edu

+- Bio

Margaret BatteyMargaret Battey joined the Office of Planned Giving in 2016, providing support to members of GW's Planned Giving team and managing planned giving print and digital marketing campaigns.

She has a bachelor's degree in English Literature from Dickinson College. Prior to joining GW, Margaret worked as a communications consultant, an account manager for a Washington-based public relations firm, and an advancement assistant at the Georgetown University Law Center.

Paz Cisternas
Associate, Planned Giving
202-994-1697
email: pazcisternas1@gwu.edu

+- Bio

Paz CisternasPaz Cisternas joined GW in April 2018, providing administrative support to the Office of Planned Giving.

She has an undergraduate degree in Industrial Engineering from the University of Chile, a Project Management Certificate from Georgetown University, and a Master of Science degree in Engineering Management from GW. Prior to joining GW, Paz worked at the Organization of the American States, the General Treasury of Chile, and two health insurance companies.

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 George Washington University 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 George Washington University, a nonprofit corporation currently located at 1922 F Street NW, Washington, DC 20052, 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 GW 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 GW 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 GW 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 GW where you agree to make a gift to GW 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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