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In addition to the great satisfaction that comes from knowing you are part of creating a brighter future through education, there are many tangible benefits to making a planned gift to Shepherd University.
You may make an unrestricted gift that enables Shepherd to adapt to changing academic needs, or you may support a specific area. Please ask about naming opportunities that allow those considering a substantial commitment to honor or remember a loved one, friend, or mentor.
As a contributor who has made a planned gift to Shepherd University, you will be recognized as a member of the Joseph P. McMurran Society to honor your special place in creating an inspiring future of continued excellence.
You can realize personal financial goals through planned gifts, such as a:
Bequest---decreases estate taxes
Real Estate with Retained Life Interests---enables you and a beneficiary to reside on or receive income from your property while removing it from your taxable estate
Living Trust---avoids probate and minimizes taxes
Charitable Gift Annuity---provides a fixed annuity payment each year for life
Deferred Charitable Annuity--- allows younger donors to obtain higher annuity rates
Charitable Remainder Annuity Trust---pays a fixed income for your lifetime or a set term, then the principal transfers to Shepherd
Charitable Remainder Unitrust---allows for inflation because income varies based on trust investment performance
Charitable Lead Trust---enables Shepherd to receive income for a set term, after which principal reverts to your heirs
Life Insurance Policy---earns an immediate tax deduction and reduces the size of your taxable estate
Retirement Account---reduces the size of your taxable estate create the future with a planned gift
To make a planned gift, please contact us at 304-876-5378. We will be happy to work with you and your financial advisor to create a plan that's right for you.