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There are several ways for donors with charitable intent to invest in the future of Shepherd University. Gifts are taxdeductible within the limits prescribed by law. The Shepherd University Foundation and Office of Advancement will be pleased to assist in implementing any gift, but donors are also encouraged to seek the advice and counsel of their attorneys or financial advisors.

Gifts for Immediate Use
Contributions made by donors may be put to immediate use by Shepherd University. Gifts may be made as either unrestricted or restricted for a specific purpose. They may also be designated for a specific academic program. Unrestricted gifts are especially appreciated because they allow the University the greatest flexibility in meeting special needs or taking advantage of special opportunities.

Gifts for Permanent Endowment
Donors may provide perpetual support for Shepherd University by establishing a permanently endowed fund named in honor of the donor or someone whom the donor wishes to honor. Endowments may be created for an unrestricted use or a specific purpose or program at the University.

Gifts of Cash
Cash or credit card charges are the simplest, most direct method of giving. Checks may be made payable to the Shepherd University Foundation.

Pledges
Pledges allow a donor to extend the donations over a period of 3-5 years. Dividing the gift into installments may enable a higher level of giving than might otherwise be possible. A signed pledge form or letter of intent will ensure that the pledge is counted as part of a designated project or campaign.

Gifts of Securities
Gifts of appreciated securities allow donors to deduct the current market value of the security. Gifts of stocks and bonds may be made in several ways. Please contact the Shepherd University Foundation or Office of Advancement for information and instructions.

Real Estate and Other Personal Property
Gifts of real estate and other personal property as approved may be made to the Shepherd University Foundation. Gifts in kind that can be put to immediate use, such as computers and software, will be counted at fair market value as determined by a qualified third-party appraiser, subject to IRS rules and regulations.

Matching Gifts Corporate matching gifts count toward the donor's contribution and may significantly increase the donor's total gift. Donors should check with their company's personnel office for the details of their matching gifts program to take full advantage of this opportunity.

Planned Gifts Planned or deferred gifts allow donors to make a significant gift now that will benefit the University in the future. These gifts may include bequests in wills, life insurance policies, or one of several kinds of charitable trusts and annuities. In many cases, planned gifts can offer substantial tax advantages and financial benefits such as lowered estate tax liability or increased spendable income. We welcome the opportunity to work with donors and their legal or financial advisors to establish a planned gift arrangement that will benefit both the donor and the University. Planned gifts entitle donors to be recognized as members of the Joseph P. McMurran Society.

 

Create the Future | P.O. Box 5000 | Shepherdstown, West Virginia | 25443-5000 | 304-876-5378 | 800-344-5231