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Welcome to Stetson University's
Office of Planned Giving
If you have become a member of the Stetson Society by notifying the university that you have named it as a beneficiary of your charitable estate plan, thank you so much! Your investment in Stetson's mission and vision is deeply appreciated.
If you have included Stetson in your estate plan but have not informed our office, we encourage you to do so. It would be our pleasure to welcome you into the Stetson Society! To learn more about it, click on the link on the pull-down menu at the top of the screen.
We hope the information on our site will help you choose the charitable estate planning options that are best for you and your loved ones.
Please feel free to contact our office with questions or for more information.
Sincerely,
Kate Pearce
Director of Annual and Planned Giving plannedgiving@stetson.edu
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
Benefits For Family and Stetson University
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
 | Bequests for Scholarships
Joe and Anna have been faithful supporters of Stetson University over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>. |
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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Kate Pearce
Director of Annual and Planned Giving
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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 kpearce@stetson.edu.
If you are a professional advisor, you may take the following steps on this site.
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