Welcome to Shorter University Planned Giving

Thank you for your interest in Shorter University. Our hope is to serve you and your family with helpful information. We have friends at Shorter who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

Personal Planner

Integrity and Initiative Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. More ...

Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with the college. More on Easy IRA Gift >>.

Generous IRA Gift Jerry is a fireman who volunteers for a number of charities in his community. Recently, Shorter University shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

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.

• 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 planned giving staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

Suzanne Scott ('74) Senior Director of Development Shorter University

Thanks so much for visiting us! I would be pleased to help you. Simply click here to e-mail me at your convenience.