University Advancement
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Outright Gifts

Cash - A cash gift will be applied immediately to help fund the university’s highest and greatest needs or can be designated to a particular program, organization, college or department on campus. Cash gifts are tax deductible in the year the gift is given.

Personal Property - In certain circumstances, you may be able to gift personal property – artwork, collectibles, and antiques – to Sam Houston State University.

Matching Gifts -
In many cases, employers will match the amount you give, making it possible to double or triple your support. Information on matching gifts can be obtained from the Annual Giving Office on campus or from your company’s human resource office. 

Business Interests -
You may be holding business or partnership interests that could bring more benefit to Sam Houston State University than to you. For example, you may have invested in a real-estate partnership, or you may hold closely held stock in a family business. With any gift of a business interest, you Bobby K. Marks Administration Buildingwill need to work closely with your advisors.

Securities, Stocks, Bonds  - You may use stocks, securities and bonds as part of your gift or all of it. If the securities have appreciated greatly, you may find that you can make a larger gift at a lower cost than if the gift were made in cash. Gifts of closely held stock or other business interests can be converted into cash.

Real Estate -
A gift of real estate provides the donor the opportunity to support Sam Houston State University, resulting in a possible charitable income tax deduction, a reduction in estate taxes and reduction of capital gains tax. 

Gift-In-Kind -
Gifts-in-kind are generally defined as non-cash donations, other than real and personal property of materials or long lived assets.  The IRS and the University require that gifts-in-kind valued at more than $5,000 also have an independent appraisal provided by the donor. Please Contact Us for more details.

 

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Planned Gifts

Bequests - A bequest to Sam Houston State University is made through your will and can provide significant tax savings for your estate. You may give cash, securities (stock), real property and personal property.

Charitable Bargain Sale – Suppose you would like to give a residence or other real estate to Sam Houston State University, but you have an outstanding mortgage that you need to pay off.  Or, suppose you need cash for a down payment on a retirement home.  A Charitable Bargain Sale may be a great way for you to benefit SHSU and yourself at the same time.

Life Insurance - There are several ways to give life insurance as a gift to SHSU.  You can have the satisfaction of making a significant gift now without adversely affecting your cash flow.

Remainder Interest or Life Estate - A gift of a remainder interest in a personal residence or farm occurs when a donor irrevocably transfers title in the property to the University while retaining the right to use the property for a term of time specified at the time of the gift.

Gifts That Provide Income for You - A charitable gift annuity is a simple contract between the donor(s) and the Sam Houston State University. Receive a fixed payout and significant tax benefits through a gift annuity.

The charitable remainder trust is similar to other types of trusts except that the amount distributed at its termination (the remainder) is paid to a charity. A donor transfers property irrevocably to a trust and specifies the amount of payments to be distributed, the duration of payments (a period of years or the beneficiary's lifetime), and the charity or charities that will receive the remainder. The charitable remainder unitrust (CRUT) provides for payment to the beneficiary that is based on a percentage of the net fair-market value for the trust assets valued manually. Whereas the unitrust provides for a payout that may vary, the charitable remainder annuity trust (CRAT) provides for a fixed payout. This amount must equal no less than 5% of the initial, fair market value of the gift in trust. Another difference is that an annuity trust does not permit additional contributions.

Income generated from assets placed in a charitable lead trust is paid to Sam Houston State for a period of years, after which the assets are distributed to your designated beneficiary or beneficiaries. A lead trust may be particularly beneficial in transferring assets to your heirs with favorable estate tax consequences.

Retirement Plans - To preserve your retirement assets after your lifetime, rather than relinquish a large portion to taxes, consider the benefits of using them as a source for charitable giving. This can be accomplished through a direct gift (that is, your account can pass directly to Sam Houston State University as your primary beneficiary), or it can be transferred to a deferred giving arrangement that will pay income for life to you or another beneficiary. Upon your death the remaining assets will transfer to the University. Typically, the retirement account institution will supply the account holder with a form for designating a beneficiary.

The 1879 Society – The 1879 Society commemorates the University’s founding and recognizes individuals who make planned gifts.  Gift planning enables donors to make lasting contributions that are often larger than their ability to make an outright cash gift.  Planned gifts include appreciated assets, bequests, gift annuities, trusts, life insurance, and real estate.
You become a member when you confirm in writing that you have made an estate gift to Sam Houston State University. If you have already included SHSU in a bequest or other planned gift, we hope you will let us know. Your willingness to be listed as a member of the 1879 Society encourages others to follow your example. We acknowledge and respect those who wish to remain anonymous, but we urge you to let us know of your plans on a confidential basis in any case. It supports SHSU’s planning for the future. Of course, if you have not yet included SHSU in your plans and you would like to explore the best options for you and your family, do not hesitate to contact us. We would be glad to assist you on a confidential basis and without any obligation.

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"We cannot live only for ourselves. A thousand fibers connect us with our fellow-men; and along those fibers, as sympathetic threads, our actions run as causes, and they come back to us as effects."
~Herman Melville

 

Office of University Advancement
Box 2537
Huntsville, Texas 77341-2537
Phone: (936) 294-3625      Fax: (936) 294-1993
http://www.shsu.edu/~ua_www
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