Is Messiah University included in your Estate Plans?

A significant source of support for Messiah is to document bequest intentions to the University. Knowing and documenting future bequests is important for a number of reasons:

  1. We want to be able to recognize and thank those who wish to Create a Legacy with the University.
  2. We want to be good stewards and utilize the bequest in the way it was desired.
  3. Knowing bequest intentions will enable the University to better plan for its financial future.
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Legacy gifts have been critical to Messiah University's mission. They make up 80% of our endowment, have helped us build numerous facilities, and provided much needed financial aid to students. If you included Messiah University in your estate plans, please print, complete and mail the Confidential Charitable Bequest Intent form to: Messiah University, One University Ave., Suite 3013, Mechanicsburg, PA 17055.

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Charitable Lead Trust (for Family)

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Charitable Lead Trust
Property
Lead Trust
Income to Messiah U
Trust to Family
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Benefits of a charitable lead trust

  • Receive a gift or estate tax charitable deduction
  • Pass inheritance on to family at a reduced or zero cost
  • Establish a vehicle from which you can make annual gifts to charity

How a charitable lead trust works

  1. You make a contribution of your property to fund a trust that pays Messiah University income for a number of years.
  2. You receive a gift or estate tax deduction at the time of your gift.
  3. After a period of time, your family receives the trust assets plus any additional growth in value.

Contact us

If you have any questions about charitable lead trusts, please contact us. We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.

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