PLANNED GIVING

 
 

Heritage Society Members

Heritage Society

Olin L. Adams, III
Nancy Hensley Amos
Austin Thompson Anderton
Philip D. Anderton
Cleopatra Cazassis Avila
Stanton F. Bahr
John R. Barton
Pamela Taylor Baughman
Robert Eaton Baughman
Barbara Schmied Beury
George Venable Beury
Cassandra Silk Blandford
Matt Blandford
Donna Bodner
Bradford P. Bollmann
Charles E. Bolton
Elizabeth Bateman Bond
John J. Bond
Nell Pearce Bradley
Anita M. Britton
Anne S. Caldwell
Mary Lee Mahin Caress
Jay C. Carnes
Larry Caudill
Paul W. Chellgren
Emily Surgenor Childers
James Thomas Clarkson
John Ryan Coady, Jr.
Joanne Mateer Cocanougher
Carol Dean Coleman
Edward F. Coleman, Jr.
Nora McGee Coleman
Sarah Jo Huff Collins
James A. Compton
Jeffrey B. Conner
Marjorie Knox Conner
Roberta M. Corliss
John K. S. Cornell
William W. Crawford
Dr. Arthur Criscillis
Marie Cull
William H. Cull
James C. Cundiff
Barbara Cuny
John E. Cuny
Katherine M. Davis
Elaine Wallace Deutsch
William L. Deutsch
Stephanie Elizabeth Dew
Allison Dickinson
Sam Dickinson
William M. Dishman, III
Martha Donahue
Doug Draut
Robert W. Dyche, III
Robert L. Elliott
Brian Errett Ellis
Barbara F. Emler
J. Carson Evans
Montie Hankla Frazer
Ned Frazer
Linda L. Freeman
Richard L. Frymire, Jr.
Betty D. Gates
Mary L. Goddard
David M. Goff
Janice Haney Goff
Steven J. & Susan B. Goldstein
C. Clay Green II
J. David Grissom
Stephen D. Grissom
Edmund William Grossman
Barbara L. Hall
Michael F. Hamm
James B. "Jim" Hawkins

Cary L. Hearn
James S. Hewlett
Frederick M. Higgins
Hugh G. Hines, Jr.
Hugh Gates Hines
Marjorie Herndon Hines
Richard L. Holland
Gina Toombs Hopper
James L. Howe, III
Lucy Meade Howe
David W. Humes
Emily W. Hundley
Mary McKee Hunt
Elmer Jackson
Sally Jeanne E. Kappler
Mary Hood Keefe
Randal B. Kell
Lester Key
Deborah A. King
Deborah Lynn Kircher
Ronald Joseph Klump
Anthony Scott Kurlas
Ginger Yeiser Kurlas
Donna Landreth
Harry Landreth
Margaret Glore Lanier
David L. Lawrence
Margaret Lawrence
Sandra B. Lawrence
Elizabeth Braswell Leahey
James P. Leahey
Kristan Lenning
Mary Lloyd Nelms Howard Lessenberry
John Ligon
Pierce Lively
Todd Parker Lowe
Anne E. Lubbers
Charles J. Luellen
Amy Hynden Lyons
Shawn J. Lyons
C. H. Maguire, III
Laurie Lewis Maguire
William Eugene Marcrum
Barbara Doerr Martin
Daryll W. Martin
Frances Skidmore Martin
Thomas Bruce Martin
Blakeley D. Matthews
Jason Mayeroff
George W. McCarty
Catherine Mercer McCormick
Patrick B. McGinnis
Everett E. McGuire
Cynthia Jane McLemore
Eileen Steiner McMullen
Patricia Vincent McNulty
Allison Thomas Mefford
Brian Russell Mefford
Suzanne Wells Miell
John Montjoy
Mary Jo Morrow
C. Eric Mount, Jr.
Truly B. Mount
Reginald Martin Mudd
John H. Newman
Elizabeth Ann Graham Nickels
Robert J. Noel
Barbara Jane Norris
James V. Oppel, Jr.
Ben Oviatt
David D. Owen
Charles E. Patterson
Joseph H. Patterson
Peggy Purdom Patterson

Missy Wiedmer Perry
A. Brooks Pinney, III
Calvin Rogers Pinney
Eleanor G. Sabol Pirozek
Jane Grainger Potter
Lillian H. Press
David G. Price
Louis Prichard
John R. Pryor
Linda Bargo Radford
Wynn L. Radford, III
Charles Rappaport
James M. Ratcliffe
Daniel Scott Rechter
Mrs. Grover C. Reid, Jr.
Milton M. Reigelman
Sandy Reigelman
Jacqueline Kincheloe Resinger
Douglas W. Rigsby
Martha Butler Rodes
Nelson D. Rodes, Jr.
James Dedman Rouse
John A. Roush
Susie Miller Roush
Sue Treadway Russell
Louise A. Sachs
Milton Scarborough
James L. Schenz
Sheri Hillman Scott
Elizabeth "Betsy" Deane Sale Sewell
H. Price Sewell, III
W. Gregory Shearer
Harold H. Smith
Karen Willis Smith
Margaret Church Smith
Kuper Lee Hood Smyser
Jane Speier
Sue Andrea Stafford
Jane L. Stevenson
John W. Stevenson
Charles W. Stewart
James G. Stewart
Margaret A. Menges Stroup
Margaret Hall Sturdivant
John Adams Sturges, Jr.
Meredith Sturges
James English Sullivan, Jr.
Enos Steve Swain
Lisa L. Swem
Keith Swigert
Nancy Ballman Swigert
Kevin D. Taylor
John & Sharon Thelin
Jack K. Thompson
Mary Lee Tipton
Patsi Barnes Trollinger
Richard W. Trollinger
William Thompson Tyrrell
W. M. Dirk van Allen
Charles C. Waggoner
Richard E. Wentz
Nicholas J. Wilkerson
R. Michael Williams
Sharon Sams Williams
Susan C. Willis
Ian W. Wilson
James Robert Wilson, Jr.
Melinda Wilson
Joe M. Workman
Clarence R. Wyatt
Mona Gordon Wyatt
Mark Farris Yeager
David A. York

A charitable bequest is one or two sentences in your will or living trust that leave to Centre College a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Centre College [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Centre College or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Centre College as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Centre College as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Centre College where you agree to make a gift to Centre College and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

Please provide the following information to view the brochure.