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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Part Gift and Part Sale

Part Gift and Part Sale

Susan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their children could spend their summers along the lake. However, as time went on, Kevin's job kept him in town and the children grew up before Susan and Kevin had the financial resources to build on the land.

Kevin: Over the years, that lot increased in value. It now is worth much more than what we paid for it. We paid about $40,000 for the lakeside property and it is now worth almost $200,000.

Susan: The lot has gone up greatly in value, and with the children out of the house we were thinking of selling the property. We wanted to sell, but we also wanted to avoid paying so much in tax on the sale. We were thinking of making a gift of 25% of the property to our favorite charity.

Kevin: I happened to be talking to a CPA at a community luncheon. He mentioned that we could probably give about twice as much with almost the same cost if we gave 25% of the property (prior to the sale) rather than writing a check after the sale.

After talking to our tax advisor, we discovered that if we gave a 25% interest in the property to charity, we would receive two benefits. We would get an income tax deduction for the value of our gift plus save on capital gains tax on the 25% interest given away.

Susan: That is what we decided to do. By giving charity a 25% interest in the property prior to the sale we saved the capital gains tax on that part. The deduction on that part offset a large portion of the tax on the $150,000 we received when the property actually sold. We are very pleased with the "double benefit" from giving the property, and our favorite charity received $50,000, a very nice gift.

*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view a color example of your benefits.


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