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WAYS TO PLAN A GIFT TO SOUTHERN

The following pages will offer ideas as to how you can be a part, truly a partner, in the shaping and developing of our future through your gifts and support of Southern Connecticut State University. Your rewards will be more than the potential tax savings. In helping others can be found unequaled personal and emotional fulfillment …extraordinary moments that can't be duplicated in any other way.

TWalking past sculpturehere are as many different ways to support Southern Connecticut State University as there are needs for your support. Planning a gift is more than just finding a need. There are a lot of factors to consider. If planned giving is a new thought, you might want to take a moment to consider some of the factors. Another reference tool for your use is our chart briefly describing some of the charitable means that are available to you - see How Can I...?

The stories that follow demonstrate the variety of ways people can partner with us to change lives. Take a moment to see how people - perhaps in circumstances similar to yours - have found the means to offer support to others and in turn enriched their own lives in ways they never imagined. Just click on the links below.

Wills and Bequests

Appreciated Stock

Charitable Gift Annuities

Flexible and Deferred Annuities

Charitable Lead Trusts

Charitable Remainder Trusts

Gifts of Retirement Assets

Gifts of Life Insurance

Testamentary Trusts

Gifts of Real Estate

Flip Unitrust

Bargain Sale

campus mallYour personal circumstances will determine the best structure for you. We will be happy to answer your questions and offer suggestions regarding the opportunities for giving available here at Southern. You may call, email (see contact page) or use our information request form. As with all tax and estate planning issues, we encourage you to consult your attorney or estate specialist.

If you have already included Southern Connecticut State University in your estate plans, please let us know by calling us or completing our estate intention form. When you let us know of your intentions it gives us the opportunity to personally thank you, recognize you as a member of our Heritage Society, and most importantly, properly steward your gift. If you have not yet written a will, regardless of your charitable intent, please consider this.

The following button will open a new browser window allowing you to read about news and information as it generally relates to planned giving. To return to these pages, please close the new browser window. You can also use the box below to have our news and information e-mail sent to you quarterly.

link to News and Information page Join our e-mail news and information list and receive quarterly e-mails of news relating to planned giving. Just enter your e-mail address and name here and press go. Your email will not be shared (see privacy).

The site map enables you to navigate to any page within Planned Giving. Should you have any concerns regarding the privacy of information you might furnish us, please visit our privacy statement page.

Now click here to meet Ann and David. Or click on the gift option you would like to visit for more information.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for Southern Connecticut State University by Future Focus.
Please report any problems to section webmaster. Revised: February 18, 2008 13:16.