Is Messiah College included in your Estate Plans?

A significant source of support for Messiah is to document bequest intentions to the College. 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 College.
  2. We want to be good stewards and utilize the bequest in the way it was desired.
  3. Knowing bequest intentions will enable the College to better plan for its financial future.
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Legacy gifts have been critical to Messiah College'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 College in your estate plans, please print, complete and mail the Confidential Charitable Bequest Intent form to: Messiah College, One College Avenue Suite 3013, Mechanicsburg, PA 17055.

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Fixed Income for Retirement

Fixed Income for Retirement

After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.

Patricia: I bought some stock a number of years ago and overall this was a good investment for me. However, I was uncertain about leaving my savings in the market where I knew it could go up or down.

I was also looking for security for my retirement years. Ideally, I wanted to know that I would have the income I needed and that it would not change with the markets.

Patricia talked to a friend who had found a good choice. Her friend had set up a gift annuity with her favorite charity. Patricia thought that perhaps a gift annuity would be helpful for her.

Patricia: I called and asked about a gift annuity. I was very pleased to discover that I would receive a good payout based on my age. Plus, there would be a charitable tax deduction and part of the income would be tax free.

I transferred my stock for a charitable gift annuity. I was delighted with the fixed payment I received. I avoided part of the capital gains tax and my CPA was pleased that my charitable deduction will save taxes this year. With my tax savings and increased income, I plan to spend more on my grandchildren this year!

*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 gift annuity benefits may be different, you may want to click here to view a color example of your benefits.


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