Gift Planning

Gifts of all sizes do wonders at Columbus State, but gift planning has the power to make a truly transformational impact.

Planned gifts, commonly donated through a will or trust, are designed to help donors meet financial and charitable goals while also supporting Columbus State University. Planned gifts can create a lasting impact at CSU in a way that is advantageous to supporters and their family.

Legacy Society

The Legacy Society is a select group of alumni and friends who have notified the University of specific provisions in their estate, retirement, or life insurance plans or have named the University as a beneficiary of a charitable trust or life income gift such as an annuity.

Deferred and Estate Gift Plans

Leaving a legacy for Columbus State University through a will or revocable trust is one of the easiest ways to create a lasting impact. Including a bequest provision in a will or trust provides future support for Columbus State and it will not be subject to any potential federal estate tax.

Gifts by Beneficiary Designation

Designating the University as a beneficiary of retirement assets, life insurance policies, certificates of deposit and other assets that are ultimately distributed by beneficiary designation is a simple way to support Columbus State. Designated assets will be eliminated from a taxable estate and will come to the University free of income tax.

Designating Columbus State as a beneficiary:

• Removes assets from an estate, reducing taxes
• May allow a greater estate portion to go to heirs
• Qualifies donors for membership in the Legacy Society, which honors those who have included the University in their estate planning.

IRA Rollover

Individuals age 73 years old or older can transfer up to $100,000 per year to Columbus State University from an IRA to satisfy the required minimum distribution for the year.

For more information, please call 706-569-4044