Estate Planning & Planned Giving
What is Planned
Planned giving is a means by which you can make a considered choice about how you want to use your assets now and after your death. It usually involves financial or estate planning; however, it is not reserved for the wealthy. We would be happy to work with you and your financial and legal advisors if you are interested in leaving a legacy at Stephens through planned giving. Alumnae and friends who make a planned gift are recognized as members of our Heritage Society. You can read about some of these generous benefactors on the Meet our Donors page.
Some of the benefits of planned giving at Stephens include:
- Financial support of Stephens
- Tax savings for you
- Income for you and your family
- Lower estate taxes after your death
You can make a planned gift using:
- Securities (i.e., stocks, bonds)
- Tangible Personal Property (i.e., art, jewelry)
- Real Estate
- Retirement Assets (i.e., IRA)
- Life Insurance
Information on the various planned giving programs here at Stephens is available by following the links on the left. If you would like to speak with someone about any of these options, please contact our office.
information contained on this website is intended as general educational
material, not financial or legal advice. You should consult
your own tax or legal advisor to determine how the concepts discussed
on this site apply to your circumstances.