ÃÛÌÒÊÓƵ

Charitable Bequest

Making a charitable bequest to ÃÛÌÒÊÓƵ State is one of the simplest, most flexible ways you can make an impact on the lives of ÃÛÌÒÊÓƵ State students.

Why Make a Bequest?

  • Leave a lasting legacy at ÃÛÌÒÊÓƵ State.
  • Reduce taxes on income passed to heirs.
  • Potential reduction of estate taxes.
How to Leave a Bequest to ÃÛÌÒÊÓƵ
  • Include a bequest to ÃÛÌÒÊÓƵ in your will or revocable trust
  • Designate ÃÛÌÒÊÓƵ as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b), or pension)
  • Name ÃÛÌÒÊÓƵ as a beneficiary of your life insurance policy
Types of Bequests
  • Percentage bequest- a gift of a percentage of your estate
  • Specific bequest- a gift of a specific dollar amount or asset
  • Residual bequest- a gift made from the balance of your estate, after bequests to heirs are honored

While there are several ways to make a request to support ÃÛÌÒÊÓƵ State, the method that is best for you will depend on your situation. Please contact us so we may help you make a lasting impact that serves your needs. 

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