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Brian Kohlberg: One Young Alum's Gift of Thanks
Young professionals, like Brian Kohlberg '02, are finding many benefits and making a difference through gifts of life insurance.
When Brian Kohlberg '02, a St. Louis native, first visited Southeast Missouri State University as a senior from Vianney High School, he immediately fell in love with the friendly atmosphere of the campus. Also impressed by the small class sizes and the fact that Southeast was near his family, Kohlberg quickly decided to make Southeast his new home while pursuing a degree in business administration.
"You can make out of school what you put into it," stated Kohlberg. "Southeast gave me the opportunity to do just that." Kohlberg was impressed with the simple, well-rounded knowledge base that the Harrison College of Business gave him. He also took advantage of the real-world learning experiences the College offered by participating in an internship with Northwestern Mutual, which led to his current position as a financial representative with the company.
While on campus, Kohlberg joined the Pi Kappa Alpha fraternity, which became an outlet for his involvement in nearly 20 other student organizations, including Student Government Association. His contributions were acknowledged when students honored him in 2002 as Southeast's Man of the Year at Homecoming.
In 2005, Kohlberg became a Horizon Club member, naming Southeast Missouri University Foundation as a beneficiary of his life insurance policy.
When asked what prompted him to become a Horizon Club member, especially at such a young age, Kohlberg stated,"I wanted to give back to Southeast since it helped me get to where I am today.
"When I decided to become a member, I wasn't considering how my commitment would benefit me," he added."That wasn't my motivation. My intention was that the contribution serve as a simple ‘thanks' to my alma mater."
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 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.