Gift PlanningAppreciated Securities
Support Jackrabbits
Instead of writing a check to support SDSU, you can first look to your portfolio and visit with your financial advisor to see if making a gift of appreciated securities might work better for you.
Contact Ned Gavlick or Sara Schneider at the SDSU Alumni & Foundation’s Office of Gift Planning at (605) 697-7475 or by email to get things started.
Creating a Stream of Extra Income in Retirement
Perhaps you want to sell some of your appreciated stock portfolio, but you do not want to incur a hefty capital gains tax. Additionally, you want to support South Dakota State University.
By creating a charitable remainder unitrust or charitable remainder annuity trust for yourself, or potentially you and your spouse, you can:
- Add additional income for yourself.
- Receive a sizeable charitable tax deduction.
- Support the SDSU Alumni & Foundation and other charities.
Including the SDSU Alumni & Foundation As a Beneficiary
You can also include the SDSU Alumni & Foundation as a beneficiary of your financial account, allowing you to support SDSU through a legacy gift.
Learn MoreQuestions?Connect with Us
Ned Gavlick and Sara Schneider from our Office of Gift Planning are here to answer your questions and guide you every step of the way.
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What other assets can I give?
You are advised to seek your own legal and tax advice in connection with charitable gift planning matters. The SDSU Alumni & Foundation does not provide legal, financial, nor tax advice. This communication is not intended or written to be used for the purpose of avoiding tax-related penalties.