Legacy Challenge
Henry W. Bloch School of Management Legacy Challenge
Planned giving is a meaningful way to shape the future—ensuring that tomorrow’s leaders have access to the same transformative education that changed lives before them. By including the Henry W. Bloch School of Management in your estate plans, you can invest in student scholarships, faculty excellence, and innovative programs that will thrive for generations to come.
Thanks to the generosity of the Marion and Henry Bloch Family Foundation, your future gift can make an immediate difference. Donors who document an estate commitment of $100,000 or more to the Bloch School will unlock an immediate cash gift of $30,000 or more—made in their honor—to support the area of their choosing within the School.
Depending on your preference, this funding may be used to:
- Establish a new donor-named endowment,
- Bolster an existing donor-named endowment, or
- Create an immediate-use, non-endowed fund aligned with the donor’s specified area of support.
To qualify for the incentive program, the chosen area of support must align with one of the Bloch School’s strategic priorities.
Strategic priorities include, but are not limited to:
- Expanding scholarship support through the creation of new awards or the enhancement of existing ones,
- Providing programmatic funding to launch or strengthen initiatives that benefit students, faculty, and the Kansas City business community, and
- Increasing faculty support to attract, retain, and empower top-tier faculty engaged in leading research and academic excellence.
To receive the incentive funds from the Bloch Family Foundation, you must complete the UMKC Foundation’s Estate Gift Intention Form, including the section that notes the estimated value of their gift. You must also provide a photocopy of the page from their will or trust that designates support for the Bloch School.
Once documentation is received, the Bloch Family Foundation will issue a cash gift to the UMKC Foundation to establish or enhance an endowed fund—or provide immediate-use funds—on your behalf.
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How the Planned Giving Program Works
- Step 1: Include a legacy gift of $100,000 or more for the Bloch School at UMKC.
- Step 2: Document your gift to activate an immediate donation from the Bloch Family Foundation.
- Step 3: See your benefits
Once you have made a gift in your will or trust, or through beneficiary designation to support the Bloch School at UMKC, you are eligible to join the Planned Giving Program! Making this type of legacy gift is an easy process that costs you nothing now and makes a lasting difference.
Here are two popular ways supporters make legacy gifts to UMKC:
Gifts in a Will
A gift in your will or trust is easy to establish; it can be changed at any time and for any reason and it creates your legacy with UMKC, changing the lives of students, faculty, and our community. All you need is a few simple words.
Gifts by Beneficiary Designation
It’s easy to set up a legacy gift through a beneficiary designation in your retirement plan, insurance plan, or other asset. Simply complete a beneficiary designation form from your fund’s administrator. When you do, you take a powerful step towards student success.
To learn more about leaving a gift in your will to UMKC, request these complimentary resources:
Get Free Resources
When you share details about your gift, you activate an immediate donation from our the Bloch Family Foundation in your name:
Planned Giving Program Tiers
- Estate Gifts of $100,000-$399,999: $30,000 of funding provided by the Bloch Family Foundation
- Estate Gifts of $400,000-$699,999: $50,000 of funding provided by the Bloch Family Foundation
- Estate Gifts of $700,000 and above: $100,000 of funding provided by the Bloch Family Foundation
Read Example Scenario
Ellen, makes the Bloch School at UMKC the beneficiary of her IRA fund, valued at $200,000. Ellen joins the Legacy Challenge by documenting her gift using the form below, which activates an immediate donation in her name of $30,000 from the Bloch Family Foundation.
You will activate an immediate donation in your name that will be used now to transform the lives of our students and influence the future of Kansas City.
You will inspire other people to support UMKC by allowing us to recognize your generous commitment, making an even greater impact. However, if you prefer to remain anonymous, we will honor your choice.
You are welcomed into the Robert H. Flarsheim Society
The Flarsheim Society is a special group of visionary individuals who have included the UMKC Foundation in their long-term financial and estate plans. Our members are insightful leaders who guide the way for future generations. Membership in additional recognition societies may be available depending on the academic unit you’ve supported.
Join the Planned Giving Program Today
Made Possible by the Generous Support of:
Established in 2011, the Marion and Henry Bloch Family Foundation is focused on serving the Kansas City metropolitan area. Striving to emulate Marion and Henry’s vision and values to enhance the quality of life in their hometown, the Foundation supports efforts in the areas of post-secondary business and entrepreneurship education, healthcare, social services, education for underserved youth, visual and performing arts, and the Jewish community.
In addition, special emphasis is placed on three organizations to which the founders have made lifelong commitments of support. The Henry W. Bloch School of Management at the University of Missouri-Kansas City, Nelson-Atkins Museum of Art, and Saint Luke’s Hospital of Kansas City are among the metropolitan area’s most important treasures. The Foundation supports these institutions as they continually strive toward excellence, fulfill vital roles in the community, improve lives, and help transform the city.
Marion and Henry achieved both success and significance. Their remarkable determination and extraordinary humanitarianism will forever inspire and propel the Foundation to strengthen the greater Kansas City community through sound, strategic philanthropy.