How to Give
Learn about gift options that provide tax and income benefits. Discover the best gift plan to meet your goals.
Gifts made from your estate by will, trust or beneficiary designation
Bequest
You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
Beneficiary Designation Gift
You designate us as a beneficiary of your retirement, investment or bank account or life insurance policy.
Gifts that provide you and your loved ones with income and tax benefits
Charitable Remainder Unitrust
You fund a charitable remainder unitrust with cash or appreciated property. The trust sells your property tax-free and provides you with income for life or a term of years.
Charitable Remainder Annuity Trust
You create a charitable remainder annuity trust and fund it with cash or appreciated property. The trust sells your property tax-free and provides you with fixed income for life or a term of years.
Sale and Unitrust
You give a portion of your property to us to fund a charitable remainder trust. When the property sells you receive cash and income for life.
Give It Twice Trust
You provide your children with a stream of income while making a gift to our organization.
Pooled Income Fund
A pooled income fund is a special charitable fund. You make a gift to our pooled income fund and receive tax and income benefits in return.
Unitrust and Special Needs Trust
You provide for a loved one who has special needs and also make a gift to support our cause.
Gifts that support the SMSU Foundation mission and save you taxes
IRA Charitable Rollover
An IRA charitable rollover allows individuals age 70½ or older to reduce their taxable income by making a gift directly from their IRA.
Charitable Lead Trust
You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
Bargain Sale
We purchase your property for less than fair market value. You receive cash and a substantial charitable deduction for the difference between the market value and purchase price.
Donor Advised Fund (DAF)
You can make gifts during your lifetime. When you pass away, your children can carry on your legacy of giving.
Life Estate Reserved
You give your property to our organization but retain the right to use the property during your lifetime. We receive the property when you pass away.
Blended Gift
There are many lifetime and estate gift options that can make your giving go farther than a simple gift of cash or property.
Gift and Bequest
A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact.
Endowment Gift
An endowment is a fund you can create now or in the future to achieve the impact you desire.
