The Stetson Society
The Stetson Society was founded in 1987 to recognize those individuals who have informed the university that they have helped provide for the financial future of the university and its students with a provision in their estate plan. Ways to do this include:
- Establish a will or living trust and designate a specific dollar amount, a percentage of your estate or name the university the residual beneficiary after your bills have been paid and bequests to individuals have been made.
- List Stetson University as a beneficiary of all or a percentage of your retirement account. (Retirement accounts left to individuals rather than to tax-exempt charities will be subject to taxes.)
- Indicate the university as a beneficiary of all or a percentage of a life insurance policy. (There are additional benefits for naming Stetson University as owner and beneficiary of a life insurance policy.)
- For those age 70 and older, consider establishing a charitable gift annuity or a deferred charitable gift annuity to provide additional retirement income.
- A charitable remainder trust that may be appropriate to provide for loved ones and for Stetson University.
In 2003, the university's Board of Trustees expanded the Stetson Society membership to include donors who establish perpetual, endowment funds during their lifetime.
All Stetson Society members are invited to special events, have their names included in the Stetson Society listing displayed in historic DeLand Hall and receive the quarterly Current Financial Planner newsletter.
For more information contact the Office of Gift Planning at 386-822-7461 or email@example.com.
Stetson Society membership represents a commitment to Stetson University and to its future, and the university deeply appreciates the significance of these generous gifts!
- You may direct your planned gift to a specific department or program. A memo of understanding can be created to clarify your intent.
- Planned gifts require no minimum dollar amount.
- You can change your mind – most planned gifts can be adjusted as your life situation changes.
- Estates that include a charitable component may also realize tax benefits.
- It's easy to do.
- You receive the satisfaction of giving back in a meaningful way to help future students.