Planned Giving

Plan-a-Gift®

Welcome to Plan-a-Gift®, our unique interactive gift planning service. Just answer the three questions below and Plan-a-Gift® will recommend the best gift plan or plans to meet your individual needs and help Sam Houston State University at the same time!

Type of asset: What type of asset do you want to contribute?

	Cash or securities
	Retirement account (IRA, 401k, 403b)
	Life insurance
	Real estate
	Personal property (art, collectibles, equipment)
	Business interest (closely-held stock, partnership interest)

Gift range: What gift range are you considering?

$5,000 - $99,999

$100,000+

Your goal: What do you want to accomplish with your gift?

An Outright Gift that provides an immediate tax deduction to me and immediate benefit to SHSU.

A Gift in My Will or Trust that will cost me little or nothing now, but benefits SHSU later.

A Life-Income Gift that provides an immediate tax deduction and a stream of income to me, my spouse or others now, and leaves the principal to SHSU later.

Important - Age range of beneficiaries:

35 - 50

50 - 65

65+

A Wealth Transfer Gift that provides a stream of income to SHSU now, and leaves the principal tax-free to my heirs later.

Read about your gift.

PLANNED GIVING LINKS

Frequently Asked Questions

Glossary

Gift Calculator

Personal Illustration

Attorney Information

Development Team

"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