Gift Planning is a very individualized process. In short, it is personal. Individual and family needs differ as as well as the goals you have for your future and your assets. We are honored by your consideration and want to earn your trust. If you would like to speak to someone about options that might fit you and your family, please contact Dr. Brad Johnson at 417.328.1805 or firstname.lastname@example.org.
Gifts of Appreciated Securities/Stock
Through the years, many have enjoyed great financial success from investments in stocks, bonds, and mutual funds. While some analysts predict values will continue to rise, not everyone agrees. A number of experts are concerned that stocks may decrease in value. If you are wondering what you should do, using appreciated assets to fund a charitable gift is an option worth considering.
Fund a Scholarship
Scholarship opportunities are available through various entities and individuals not affiliated with SBU. Investing in the future of a student is an exciting way to continue the SBU heritage that was started in 1878 of training young men and women to become servant leaders in today’s global society.
Gift of Real Estate
Today, a number of those who purchased investment properties during the real estate boom of the 1980's are tired of the taxes, maintenance, and management that accompany property ownership. If the same is true for you, why not consider giving the property to charity?