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Rewarding Southeast Experience Leads to Fulfilling Career


Jason LeGrand

Becoming a frequent traveler hasn't let Southeast Missouri State University graduate Jason LeGrand forget his Missouri education. Jason graduated from Southeast in 1997 with a bachelor's degree in mass communication, public relations option, and a minor in psychology. His experiences since Southeast have left him grateful to the University. "I believe Southeast serves an important purpose in Cape Girardeau and the state. I was a local kid who got a solid education and had a rich campus experience," Jason says.

Raised in Jackson and Cape Girardeau, Jason has fond memories of the University before he became a Redhawk. He took swimming lessons in the pool that used to be in the basement of Academic Hall and he attended special events at the University Center and the Show Me Center.

The Importance of Scholarships
Jason's reverence for the University led him to make the decision to designate Southeast as a beneficiary of his life insurance policy and ask for the planned gift to be used for scholarships. "I know that not everyone is guaranteed that educational opportunity," he says. "As someone who works at another public university, I know scholarships are critical. Support for state universities is down, and this is something that makes a real difference. Students need scholarship help—now more than ever—and that will be true in the future."

Mentors Pave the Way for a Bright Future
Jason's loyalty is due in part to the mentors he was fortunate enough to encounter. Jason says, "I had great mentors at Southeast, including staff members Jay Goff, Juan Crites, Loren Rullman and Debbie Fulton, who taught me much as a student working in marketing and university relations. The practical experience gained with them added much to the excellent classroom instruction by faculty members such as Joe Low and Ferrell Ervin."

Their influence and the influence of other educators helped direct Jason's future. "I'm grateful for the education I received at Southeast, and for the work and play outside of class. I had a great experience, and it was enough to convince me I wanted to work on a college campus."

Jason feels his education and experience at Southeast prepared him well to pursue a career that has included Cornell, University of Denver and University of Maryland. He currently works as the director of major gifts for the west coast for the University of Maryland College Park's $1 billion capital campaign, which means he splits his time between the Maryland campus and the California coast.

Being acquainted with major gifts, Jason wanted to give to where he was the most grateful. "I got a lot out of my college experience. I had fun, learned a lot, and my education and student experience prepared me for my career. I left with great friends and real work experience."

Jason's generosity will enable future students to experience the same level of commitment and passion he developed at Southeast.

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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.

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