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.

Personal Planner

Trusts To Protect Children Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ...

Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.

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 >>.

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 >>.

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.

• View the donor stories.
• View a personal color story for yourself.
• Read the Personal Planner.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our gift planning staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

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