The Heritage Society was established to recognize and honor, during their lifetime, those persons whose vision and generosity move them to support SMSU through an estate plan gift.
If you have already included the SMSU Foundation in your estate plans, we are very grateful. Please let us know by calling us or filling out the Estate Intention Form.
We would be happy to discuss gift options that may be right for you. Information about your personal circumstances is kept confidential. And, as with all estate planning, you will want to consult your attorney or estate specialist for their expertise and advice on your personal circumstances.
1501 State Street, Marshall, MN 56258-1598
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.