Planned Giving
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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to South Dakota State University that will make a lasting impact.

Charitable Bequest
Property
Donor's Family
SDSU
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Benefits of a bequest

  • Receive an estate tax charitable deduction.
  • Reduce the burden of taxes on your family.
  • Leave a lasting legacy to charity.

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends, or South Dakota State University as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to
the South Dakota State University Foundation.

  • Include a bequest to the South Dakota State University Foundation in your will or revocable trust.
  • Designate the South Dakota State University Foundation as a full, partial, or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension).
  • Name the South Dakota State University Foundation as a beneficiary of your life insurance policy.

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

How Can I Learn More?

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Request a Workbook

If you are considering a gift to SDSU, we would be happy to assist you. If you have been so generous as to include a bequest to South Dakota State University as part of your estate plan, it is very important to communicate with the Office of Gift Planning to ensure your gift is designated as you intend. We would like to recognize you and your family for your generosity.

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JOIN THE sYLVAN cIRCLE

Membership in the Sylvan Circle is available to those individuals who have arranged a non-contingent gift to go directly to the SDSU Foundation for future support of South Dakota State University in their estate and financial plans.

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