Honor Someone Special With a Future Gift in Their Name
If you have a loved one who has been impacted by Southwest Minnesota State University, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve.
An Example of How It Works
When Sarah's father passed away, she knew she wanted to do something that would establish a lasting legacy for him. She remembered that during his lifetime he was always praising SMSU Foundation for its tireless efforts to better his community.
Sarah decided to make a gift to the SMSU Foundation in her father's name using appreciated securities. Not only will her father's legacy live on at SMSU Foundation thanks to the gift and a commemorative plaque, but Sarah also received a federal income tax charitable deduction (because she itemizes her taxes) and eliminated capital gains tax on the securities.
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Not Sure How to Begin Planning?
- Contact Nathan Polfliet at 507-537-6266 or email@example.com for additional information on creating a memorial gift at SMSU Foundation.
- Seek the advice of your financial or legal advisor.
- If you make a memorial gift to SMSU Foundation through your estate, please use our legal name and federal tax ID.
Legal Name: Southwest Minnesota State University
Address: 1501 State Street, Marshall, MN 56258-1598
Federal Tax ID Number: Please contact us for our federal tax ID number.
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. California residents: 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. Oklahoma residents: 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. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.