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Charitable Gift Annuity

Click Here for Detailed Explanation



How It Works

You transfer cash or securities to Sam Houston State University.

SHSU pays you, or up to two annuitants you name, fixed income for life.

The principal passes to SHSU when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Sam Houston State University promises to pay one or two annuitants payments for life.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You can have the satisfaction of making a significant gift that benefits you now and SHSU later.

More


For more information

If you are considering a charitable gift annuity, email us, complete the personal illustration form, or call us at (936) 294-3625 so that we can assist you through every step of the process.


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"I prefer to be remembered for what I have done for others,
not what others have done for me."
~Thomas Jefferson

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

E-Mail: rhondaellisor@shsu.edu

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