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Welcome to Southern Utah University Planned Giving
Leaving a Legacy
Cameron Brooks Director of Development Planned Giving |
Thank you for your interest in Southern Utah University. We are so pleased that you are interested in supporting the mission and the programs here at SUU. Our hope is to serve you and your family with helpful information. Your gift, no matter what the size, can help SUU achieve its goals. We have an increasing number of friends at SUU who now are benefiting from life income gifts, gift annuities and other plans and are leaving a legacy!
Estate Planning Webinar
| Personal Planner | Trusts For Creative Spenders
Trusts can be quite useful for protecting children. However, for some children the trust serves an additional function: It protects the principal from being rapidly spent by a child. More ... |
Benefits for Family and Southern Utah University
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
 | Generous IRA Gift Jerry is a fireman who volunteers for a number of charities in his community. Recently, Southern Utah University shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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