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 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.