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Your Gift Matters to Courtney

Courtney Taylor

Courtney Taylor '19

"SEMO welcomed me with open arms and made me feel like I'd come home. The University has the ability to take people from all walks of life, from all around the world, and make them feel like they're meant to be here," says Courtney Taylor, a junior at Southeast Missouri State University.

When Courtney, an education major from St. Louis, Missouri, decided to come to Southeast, she knew she had found her home. Financing her education has not been easy, but due in part to generous support from Southeast alumni, she will graduate in 2019.

"I always knew that I wanted to become a social studies teacher," Courtney shares. "It was something I'd known since middle school. I had incredible teachers, so it felt right to try to be the same way for another generation of students."

Courtney's dream of becoming a social studies teacher may not have been possible if it hadn't been for those loyal to Southeast students and dedicated to the Foundation's mission.

"I am attending Southeast with scholarships, loans, and money I earned while working," Courtney explains. Like so many students at Southeast, I am the one responsible for paying for my own tuition. Scholarship support allows me to spend more time working to become the best future educator that I can be."

Support from Southeast donors alleviates the financial stress of college for Courtney and many other students. She explains, "Financial aid allows students to breathe a sigh of relief knowing that a burden has been taken off our shoulders so we can focus more on a classwork and less on the next billing statement."

The relief from the financial stress of earning a college education is possible because of the generosity of Southeast alumni who are leaving their legacy through an endowed scholarship established to support future teachers, a gesture Courtney is eternally grateful for.

Courtney hopes to continue the legacy of generosity and impact the lives of Southeast students in the future, like many loyal donors who have come before her. She believes that supporting Southeast goes beyond repaying what Southeast gave to her. Rather, giving is an opportunity to pay it forward and to be involved in the transformation of lives for future Southeast students.

Leave Your Southeast Legacy

You can impact the lives of future Southeast students like Courtney by including the University in your long-term estate or financial plans. Contact Trudy G. Lee, Ed.D. at tglee@semo.edu or 573.651.5935 or 888.812.3769 today to learn about your giving options.

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to the Southeast Missouri University Foundation 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 Southeast Missouri University Foundation, Cape Girardeau, Missouri, 63701, [the sum of _____] or [_____% of the rest, residue and remainder of my estate, both real and personal] for its charitable purposes in support of Southeast Missouri State University [for its unrestricted use] or [to establish the _____________ Fund]."

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 Southeast 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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 Southeast as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. 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 Southeast 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 Southeast where you agree to make a gift to Southeast 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.