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What a Scholarship Can Do

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Alumna Jessica Winkle is a high school math teacher on a mission to inspire her students.

For many Southeast Missouri State University students, getting a college degree wouldn't be an option without the alumni and friends who support students with scholarship funding.

The university recently announced a comprehensive campaign, Honoring Tradition—Inspiring Success, to raise $40 million for student scholarships, academic programs and renovations that benefit students both today and tomorrow. This campaign will ensure that students achieve their goal of a higher education degree.

Discover the far-reaching impact one scholarship made through recent graduate, Jessica Winkle, who recently began her career as a high school math teacher. Click on her name above to watch a short video clip where she shares her story. Jessica is just one of many Southeast students who are able to do great things because of the help they receive from Southeast alumni and friends.

Unique Opportunity
To date, the campaign has raised more than $30 million toward its $40 million goal. Southeast is asking all alumni and friends to be part of this special endeavor by taking advantage of a very unique opportunity to inspire success in our students. As a result of a gift by a very generous donor, we are able to offer a matching program for donations that establish an endowed scholarship or add to existing endowed scholarships.

Don and Gloria LaFerla were so touched by Jessica's gratitude that they took advantage of the matching gift opportunity to surprise her with her very own endowed scholarship.

"I continue to be speechless by their generosity," Jessica says. "The idea that I will now get to help other students with their education, meet them and hear their stories, is truly a gift I will treasure. The LaFerlas continue to bless me, and I will work to repay their generosity by instilling a love of education in my students and in my future scholarship recipients."

Learn More
If you are interested in more information about this exciting chance to take advantage of this matching gift program, please contact Trudy G. Lee, Ed.D. at 573.651.5935 or 888.812.3769 or tglee@semo.edu.

eBrochure Request Form

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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.