The 1867 Society recognizes and honors persons who have included Peru State College in their estate planning. These alumni and friends have made wonderfully thoughtful commitments to the College and their recognition as members of the 1867 Society encourages others to consider similar gift planning.
Including Peru State in one's estate plan is testimony that the College has been particularly appreciated by the donor and that he/she wants to help perpetuate the College's good health and its service to future generations of students. The gift is typically accomplished through a bequest in a will; creation of a charitable trust; a charitable gift annuity; or a beneficiary designation in a life insurance policy or retirement account.
While such gifts are often larger than a donor may have made previously, no minimum-size gift commitment is required for 1867 Society membership.
Making such a planned gift will often generate tax benefits during one's lifetime and/or at settlement of one's estate. Anyone planning an estate-type gift to benefit Peru State College is encouraged to consult with his or her tax advisor as part of that process.
Thanks to the generosity of many generations of alumni and friends of Peru State, the Peru State College Foundation is able to provide nearly $500,000 annually of financial assistance to Peru State students and to support a variety of programs and initiatives at the College.
Interested? Ask if you would like to know more. Contact Todd Simpson at (402) 872-2304 or firstname.lastname@example.org.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.