© The Citadel Foundation
171 Moultrie St.
Charleston, SC
29409
843.953.5297
800.233.1842
Fax: 843.953.7689

Comments or Questions Form

Gift Planning

Thank you for your interest in providing for the future of The Citadel.  Our commitment is to serve you by providing helpful information on the beneficial interface between your financial planning and your philanthropy.  We encourage you to learn how an increasing number of alumni, parents, and friends have made their own gifts, to help you identify the best strategy for making your own wishes for The Citadel's future come true.

This website is designed for you, so please visit often and be sure to sign up for our complimentary weekly e-newsletter.  All gifts to The Citadel Foundation provide the donor with the personal satisfaction of supporting a worthwhile cause.  And please share this website with your own professional advisors as you discuss your retirement, estate, and gift plans with them.



Focusing on the Citadel Family

Here you can learn how donors have provided for The Citadel while benefiting themselves at the same time.  The gift plans featured below have given useful benefits for donors as well as for The Citadel. Many alumni, parents, and friends are enjoying increased income and generous tax savings from their generosity. You might start by meeting these friends. Just click on the picture of your choice to view each story.

Carrying on the Tradition
As J. Frank Swygert '59 proudly recognizes, "The Citadel has always excelled at producing top-notch leaders" in all disciplines for both military and civilian service. This simple motivation led to Frank's decision to include in his estate plan a bequest that will establish two valuable scholarship funds. More on Carrying on the Tradition >>.


Helping Students Pursue Their Dreams
As often happens, it was an external motivation that invited David Spell '50 to make the gift he has long wished he could. The bank for which David was a principal shareholder went public, causing his shares to appreciate significantly. He recognized the opportunity to use this highly valued asset to make his charitable wish for The Citadel come true. More on Helping Students Pursue Their Dreams >>.


Tax-Free Sale
Several years ago Dean McPhail '59 and his wife Lora purchased a beautiful getaway beach house on the North Carolina coast. They knew they would get great pleasure from it. They also thought it would be a good investment that they could later sell for a higher price. More on Tax-Free Sale >>.


A Current Gift From Real Estate Income
Vince Adams was a high school dropout and a Navy veteran who, with the maturity of service during World War II, realized the value of a college education and enrolled at The Citadel in 1946. More on A Current Gift From Real Estate Income >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages aim to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps to guide you in that process.

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to e-mail me at your convenience.
Rhonda Paul
Fund Development Assistant

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact paulr@citadel.edu.

If you are a professional advisor, you may take the following steps on this site:


© Copyright 1999-2008 Crescendo Interactive, Inc.