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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.

Peace of Mind Gift Annuity
Walter Kunze and his wife, Frances, have alway had a great deal of respect for The Citadel, so when he was invited to consider how to give back, he found an appealing way to provide lasting support for his alma mater. Together, they decided to give a parcel of real estate to The Citadel Foundation in exchange for a life income gift through a Charitable Gift Annuity. More on Peace of Mind Gift Annuity >>.


Deferred Income - Deferred Gift
In 1994, Fred Whittle started a Deferred Charitable Gift Annuity (DCGA) so that he and his wife, Susan, would have a life income supplement to add to their retirement income. Fred wanted to leave a gift to his alma mater. More on Deferred Income - Deferred Gift >>.


Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.


The Retirement Unitrust
Brantley Harvey '51 believes the atmosphere at The Citadel set him on a course to succeed. At The Citadel he learned self-discipline, time management and how to prioritize, three skills that were keys to his successful law career. More on The Retirement Unitrust >>.


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.
Charles O. Mahaffey
Sr. Development Officer of Leadership Gifts

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:


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