University of New Haven Gift Planning

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in a meaningful way

  • Create a lasting legacy for the next generation of students
  • Enjoy multiple tax and financial benefits as you pursue your financial and philanthropic goals
  • Support the university's mission and vision with your gift
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University of New Haven Gift Planning
Planned Giving
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Daniel M. Smith

Daniel M. Smith

I want to strengthen the University of New Haven for future generations of students, so I have designated the University as the beneficiary of one of my life insurance policies. Since this policy is no longer needed for its original purpose, I decided that it is the best asset for me to give.

For nearly 40 years, I have advised clients on business, retirement and estate planning matters involving insurance and investments. I led the creation of the University's Center for Family Business in 1995. Having served six years on the University's Board of Governors, I watch proudly as the University of New Haven continues to grow in size and stature.

Supporting education has always been a priority, which is why my wife and I are glad to make a gift that will improve the lives of future University of New Haven students.

Daniel M. Smith
Wealth advisor and former member of the University's Board of Governors


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