Southeast Missouri State University


Issue link:

Contents of this Issue


Page 2 of 2

© The Stelter Company The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Trudy G. Lee, Ed.D. Director of Planned Giving Phone: 573-651-5935 or 888-812-3769 Fax: 573-651-2598 Email: One University Plaza, MS 7300 Cape Girardeau, MO 63701 We Can Help We would love to work with you to help you create a lasting legacy that honors your values for many years to come. Please contact us today to learn more about establishing an endowment with the Southeast Missouri University Foundation. Jeff wants to support our annual needs throughout his lifetime by writing a check for $5,000 to the Southeast Missouri University Foundation each year. His gift qualifies him for a $5,000 federal income tax charitable deduction on his taxes each year he makes the donation. Jeff would also like to extend his support after his lifetime. He makes a generous bequest in his will of $125,000 to the Southeast Missouri University Foundation to establish a new endowment. After Jeff's lifetime, we use a portion of the endowment each year to fund our programs and reinvest the remainder, allowing it to grow and support annual payouts indefinitely. The $125,000 bequest also reduces the size of Jeff's taxable estate at death. Jeff is able to support our current needs during his lifetime with his annual gifts, and the establishment of his endowment ensures his support continues indefinitely after his lifetime. A Case Study of Benefits

Articles in this issue

Links on this page

Archives of this issue

view archives of Southeast Missouri State University - ENDOWMENTS