Your Valley Legacy Planned Giving at Missouri Valley College
A GREAT COLLEGE built on tradition and support. F or 130 years, Missouri Valley College has continued to thrive because of the generosity and support of alumni and friends. Buildings have been built, programs have been established and lives have been transformed. Some of the most significant gifts to the College have been planned years in advance and contributed posthumously. Planned gifts play a critical role in securing the future of Missouri Valley College. Typically made from assets in your estate rather than disposable income, planned giving allows all individuals to make a difference. By including Missouri Valley College in your estate and/or financial plans, you demonstrate your belief in the mission of the college, and help future generations of Vikings have access to higher education.
EASY WAYS TO GIVE How will you make a difference for future generations?
T here are many ways to use planned giving to support Missouri Valley College while also meeting your needs and achieving your goals. The College will work with you to develop a plan that works best for you. Whether it is a percentage or a specific amount, a popular and easy way to make a lasting impact is to include a gift to Missouri Valley College in your will. Bequests Designate a percentage of your retirement or other IRA plan assets to Missouri Valley College. Retirement Plans
Life Insurance
Designate Missouri Valley College as a beneficiary of a life insurance policy.
Real Estate
You can donate property, which can result in potential tax savings and a substantial gift to Missouri Valley College. Personal Property Whether it is art or an automobile, a gift of tangible personal property is an easy way to benefit the College.
BAITY HERITAGE SOCIETY
Establish your legacy at MVC by becoming a member of the Baity Heritage Society. If you have already done one of the above planned giving options or are interested in speaking with some- one about planned giving contact us today so that we may include you in this dedicated group of alumni and friends.
CRAFTING YOUR LEGACY What option is right for you? Your Goal Your Strategy Your Benefits • Keep control of your assets throughout your life. • Set aside a gift now for MVC’s future. • Reduce estate taxation. Bequest You can create a bequest through your will or trust stating a specific amount or percentage of your estate.
Name MVC the beneficiary of a retirement account. You may eliminate some income tax and free up other property to pass to your heirs. Name Missouri Valley College as a beneficiary of your policy. You can make a large gift with limited resources. You can make a substantial gift and reduce taxation while providing financial or programmatic benefits to the College.
• Ensure the most tax efficient distribution of your assets. • Give a gift that is easy to prepare.
Retirement / IRA Plans
Life Insurance Policies
• Create a long-term gift that won’t draw funds from your estate.
• Reduce taxation. • Reduce the burden of selling or maintaining property.
Real Estate or Personal Property
Gifts you can make anytime
• Cash • Securities or Stock • Real Estate • Life Insurance • Tangible Personal Property
Gifts you can make after your lifetime
• Retirement Plan Assets • Savings Bonds • Life Insurance Death Benefits • Cash • Securities or Stock • Real Estate • Tangible Personal Property
• Unrestricted Annual Fund • Scholarships • Academics (designate a preferred department or discipline or leave the gift general) • Athletics (designate a specific sport or leave the gift general) • Capital Projects • Campus Beautification • Cultural and Artistic Programs • Endowment Fund • Laboratories, classrooms, buildings, or special interest areas You can decide how you will leave your legacy
PLANNED GIVING AT ANY AGE No matter your stage in life, you can begin to make plans today. 40 - 54 55 - 69 70 or older
Under 40
With growing children, aging parents and a career, life is most likely still moving pretty quickly. Planning your estate seems like the last thing that you have time for, but it is most likely on your priority list. • Include a gift in your estate plan to Missouri Valley College. • Designate a percentage of your retirement plan assets to Missouri Valley College. • Designate or create a life insurance policy to support Missouri Valley College. • Donate appreciated stock you have owned more than one year.
If you’re lucky, retirement is here or just around the corner. This is a great time to re- evaluate your plans to ensure your time is being well spent enjoying the benefits of your hard work. • Leave Missouri Valley College a percentage of your assets through a gift in your estate plan. • Establish a charitable gift annuity with us and receive fixed payments for life. • Designate a percentage of your retirement plan assets to Missouri Valley College after your lifetime. • Designate or create a life insurance policy to support Missouri Valley College after your lifetime. • Donate appreciated stock you have owned more than one year. • Donate your home or another piece of real estate.
Life happens, and plans can quickly change. It may be a good time to re-evaluate plans to ensure your needs and wishes are being met. • Leave Missouri Valley College a percentage of your assets through a gift in your estate plan. • Establish a charitable gift annuity with us and receive fixed payments for life. • Designate a percentage of your retirement plan assets to Missouri Valley College after your lifetime. • Designate or create a life insurance policy to support Missouri Valley College after your lifetime. • Donate appreciated stock you have owned more than one year. • Donate your home or another piece of real estate.
With your career, family and general life responsibilities, it’s hard to focus beyond the present. But there are ways to begin your giving plans. • Include a gift in your estate plan to Missouri Valley College. • Designate a percentage of your retirement plan assets to Missouri Valley College. • Designate or create a life insurance policy to support Missouri Valley College.
There are many opportunities to plan your Valley legacy. Contact Sheila Bird , VP of Institutional Advancement , at birds@moval.edu or
660 831-4287, or visit www.moval.edu for more information about ways that you can include Missouri Valley College in your plans.
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