Other Ways to Give

Your non-cash gift goes beyond its material value; it becomes a catalyst for change, empowering education, and enriching lives. Let's explore the possibilities together and find the avenue that aligns with your vision and philanthropic aspirations. Your contribution, no matter its form, has the potential to shape the trajectory of Stephens College and the futures of those who pass through its doors.

 

Stock Gifts and Appreciated Assets

Donating appreciated securities may not only align with your financial goals but can also provide a substantial tax advantage. Real estate gifts offer a unique opportunity to leave a lasting legacy while potentially avoiding capital gains taxes. Tangible assets like artwork, equipment, or collectibles can be transformed into resources that fuel innovation and learning.

To Donate Stock

Method #1: Your broker electronically transfers street-name stock via DTC #0221, A/C#LL-23978-IS, A/C of Stephens College, care of UBS PaineWebber.

Method #2: Call (800) 245-0900 or (503) 221-5856 and speak with John Schlendorf at UBS PaineWebber.

For tax year credit, please initiate transfers early enough in December to be completed by Dec. 28.

Print and complete this form to assist your broker with processing your gift of securities >

 

Planned Giving for your Legacy

Leave a legacy that transcends generations and empowers students to soar to new heights. An estate gift to Stephens College is a profound testament to your commitment to education and makes a lasting impact. By including our College in your estate plans, you're ensuring that your values and aspirations continue to shape the future long after you're gone.

As you plan your estate, envision the ripple effect of your contribution. Your gift will echo through time, breaking down barriers, and opening doors for those who strive to achieve their fullest potential. Together, let's create a world where opportunities are abundant and where the impact of your compassion knows no bounds. Your estate gift is a legacy that lives on, shaping the future with the indelible mark of progress and empowerment.

In conjunction with your financial planners and estate attorney, we want to make sure your wishes are carried out. Involving us in this process can save time and legal fees while ensuring the College’s needs will be a great fit for your philanthropy.

When you have your legal documents and your Stephens documents aligned, you can rest assured that all loose ends are tied up and that your gift will be received and utilized as you intended.

Click here for language to use when making a gift through your will.

Click here for a form to formalize your planned gift commitment to Stephens College.

For more on planned giving, follow this link. 

 

Permanent Distributions

Many donors and their families are choosing family foundations and permanent trusts to hold their assets during their lifetimes and beyond. By earmarking a percentage of the annual gifting to Stephens College, you make it possible for Stephens to strategically plan for growth, campus improvements, and scholarship offerings.

Contact the gift planning team at [email protected] to help you secure your legacy and Stephens College’s future.

 

Gifts from Retirement Funds and Mandatory IRA Distributions

Donors want to ensure their security and that of their loved one. Making gifts of unneeded income during your lifetime or residual retirement funds upon death gives donors tax benefits while supporting Stephens.

• You may designate Stephens College as the beneficiary of a retirement account to avoid taxable income. 

• IRA distributions can be made directly from your IRA to Stephens College.

  • Make a gift of your required mandatory distribution from an IRA
  • You can begin to make Qualified Charitable Distributions at age 70 1/2.
  • Make the gift to Stephens College before Dec. 31 each year.
  • Please consult with your professional advisers to discuss your specific situation.
• Making your gift from retirement funds can offer significant tax and planning advantages by withdrawing funds yourself and making an offsetting deduction in the same tax year, or by making a qualified charitable distribution. Either method counts toward your required minimum distribution requirements.

 

Questions for Stephens College should be directed to Shannon Walls, Vice President for Advancement at [email protected] or (573) 876-7250.