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Welcome to The Citadel Foundation's Gift Planning website
Thank you for your interest in providing for the future of The Citadel and supporting the many students, faculty, and programs at the college. We hope that you will enjoy learning about the beneficial interface between your financial planning and your philanthropy. As you explore our site, you will have the opportunity to meet some of our incredible donors, read about their inspiring journeys, and understand why they have invested in The Citadel.
Some of the benefits of gift planning are:
- You will discover ways to make larger gifts than you may have thought possible.
- You will learn how to make gifts that actually "give back" for a time, which may provide extra cash flow in retirement years, help fund educational expenses, or offer other benefits.
- You will see how to save money on income, gift, and estate taxes and instead put those amounts to use in ways you choose.
- You will know you are giving the most you can at the lowest possible cost while you are investing in the lives of young people and The Citadel.
That's what effective gift planning is all about. It just makes sense to make the most of what you have, preserve financial security for yourself and your loved ones, and make a positive impact through your funding of The Citadel's needs. Be sure to sign up for our complimentary weekly e-newsletter. Also, share this website with your own professional advisors as you discuss your retirement, estate, and gift plans with them.
As The Citadel moves forward to meet new challenges and opportunities, your gifts, no matter the size, provide crucial support to the college. Charitable estate and gift planning is an exciting way to fulfill your philanthropic goals and provide that support. Taking the time to consider the various ways to structure your gifts can help you make meaningful contributions while meeting personal planning objectives. Take a few minutes to explore the information we present for you here and feel free to contact us at any time.
| Personal Planner | Chronic Illness – Care of Your Person
 If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. More ... |
Focusing on the Citadel Family
We are proud and grateful for the many friends and alumni who have included The Citadel in their estate plans while benefiting themselves at the same time. The gift plans featured in these stories have provided increased income and generous tax savings for our donors as well as generous gifts for The Citadel. These gifts will ensure The Citadel can continue its vision of achieving excellence in the education of principled leaders well into the future. Please take a minute to read these stories, as they provide a few examples of how you might do the same, according to your own individual situation. Click on the picture of your choice to view each story and, as always, if you have any questions, please do not hesitate to contact us.
 | Generous IRA Gift
Ed Goldenberg '54 built a successful business with thoughtful planning and investment. When the time came for him to consider how best to give back to The Citadel, he designed, with the help of The Citadel Foundation staff, a gift plan that will ultimately provide a major gift to the School of Business Administration's Dean's Excellence Fund, an endowed fund providing valuable support for the school's academic programs. More on Generous IRA Gift >>. |
 | 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 >>. |
 | 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 >>. |
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. |
Bill Yaeger
Senior Development Officer for Planned Giving |
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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