PLANNING YOUR GIFT
UCM ALUMNI FOUNDATION
MISSION AND VISION
Every day the University of Central Missouri Alumni Foundation serves two groups: internally, our students, faculty and staff; and externally, our alumni, donors and friends. More than 100,000 alumni throughout the world value their educational experience at UCM, and many are passionate about paying it forward, empowering student success and benefiting the University of Central Missouri long after their academic journey ends.
All philanthropic support is important to our mission. We are ready to help you establish or continue building your legacy. Together, we can continue to empower students to fulfill their dreams.
The following pages explain how, through your generosity, we can partner to provide the greatest lasting impact for student success, while helping you meet your philanthropic and financial goals.
OUR MISSION
To cultivate, manage and distribute resources and foster alumni engagement in support support of the University of Central Missouri.
OUR VISION
To transform the lives of UCM students by creating opportunities beyond what they imagined possible.
OUR CORE VALUES
• Accountability
• Authenticity
• Innovation
• Integrity
• Transparency
• Transformation
“ Generations of UCM students have and will benefit from the generosity of those who came before them; it is the very best type of cycle to be a part of. ”
Courtney E. Goddard , J.D. Vice President of University Advancement and Executive Director of the UCM Alumni Foundation
WHAT TO GIVE
YOUR GIFT; YOUR CHOICE
Whether you’re passionate about greater support for student scholarships, additional funding for faculty research and development, expanded cultural arts programs, study abroad opportunities, service learning projects, state-of-the-art facilities and labs, or other such offerings, our team can help you make the biggest possible impact for the causes you care about most.
It is never too early to think about creating a future gift. With a planned gift, you can support the UCM Alumni Foundation’s mission while also receiving tax benefits and, in some situations, generating income for a lifetime.
As you consider the variety of ways we can help you achieve your philanthropic goals, we offer you our support and guidance. Please visit our website at ucmfoundation.org, or reach out to us with questions by calling 660-543-8000 so we can help you plan your important gift carefully.
The following types of gifts can be made today to benefit the university immediately.
GIFTS OF CASH
A cash donation is a simple way for you to make a gift. Cash gifts can fund most gift planning options, including gifts that provide lifetime income. All cash gifts are tax deductible as provided by law. Our website at ucmfoundation.org offers a safe and easy way to make an online cash gift with a credit card. Or you can send a check by mail, money order or by visiting us at the Smiser Alumni Center.
Benefits Include:
• An immediate and important impact on our mission
• A charitable income tax deduction
• The most common and one of the easiest ways to make a gift
GIFTS OF MARKETABLE SECURITIES
Donating appreciated securities, including stocks or bonds, can be handled through your broker. Stock gifts are typically made electronically. Contact the UCM Alumni Foundation at giving@ucmo.edu or 660-543-8000 to obtain specific instructions related to making a transfer.
Benefits Include:
• Further our mission to help students
• Leave a lasting legacy
• Avoid paying capital gains tax
• Receive a charitable income tax deduction
GIFTS OF REAL ESTATE
The UCM Alumni Foundation offers flexible and innovative giving opportunities for gifts of real estate. The gift may be your home, vacation home, commercial property, farmland, improved or unimproved lots or other such property. The gift is generally based on the property’s fair market value, which must be established by an independent appraisal. All real estate gifts must be approved by the UCM Alumni Foundation Board of Directors prior to acceptance.
Benefits Include:
• Leave a lasting legacy
• Further our mission today
• Avoid paying capital gains tax
• Receive a charitable income tax deduction
GIFTS OF RETIREMENT ASSETS
Do you have money saved in a tax-deferred plan such as an IRA, 401(k), 403(b), pension or other such account? If so, these accounts may represent a large portion of your estate assets and can therefore be a major factor in your planning. Since income tax is deferred on these assets, transfers to family members, if not handled properly, may be subject to heavy income and estate taxes at your end of life.
To avoid such tax consequences for your heirs, a beneficiary designation of your retirement assets is an excellent way to make a future gift to support our mission. The UCM Alumni Foundation is a tax-exempt organization and will receive the full amount of what you designate to us from your plan. You can designate us as the primary beneficiary for a percentage or specific amount, or you can make us the contingent beneficiary so we will receive the balance of your plan only if your primary beneficiary does not survive you. To take action, contact your plan administrator for a change of beneficiary form, note the beneficiary changes, sign and return to the administrator.
Benefits Include:
• Support our mission
• Leave a lasting legacy
• Receive an estate tax deduction for the gift
• Avoid costly gift transfer to heirs
You may need to include our Federal Tax ID #431181566 on the form. This type of gift requires careful planning, and we recommend consulting with your professional advisor prior to taking action.
IMPACTING UCM THROUGH SCHOLARSHIPS
WAYNE THOMASON’S AVIATION SCHOLARSHIP
Wayne Thomason was always fascinated with flying. As a pilot in the U.S. Army Air Corps during World War II, he made his boyhood dreams a reality. He has since made it possible for future generations of aviation students at the University of Central Missouri to pursue their dreams as well.
Thomason first established a scholarship through a cash gift, but once he learned about the advantages of a charitable gift annuity, he set up two of them. Later, he added a bequest to the UCM Alumni Foundation in his estate plans.
The World War II hero’s legacy continues to live on through the Wayne Thomason Aviation Opportunity Scholarship, empowering the dreams of countless UCM aviation students.
IRA CHARITABLE ROLLOVER
An IRA gift to the UCM Alumni Foundation supports student success and may provide direct tax benefits to you. The IRA Charitable Rollover is a permanent provision, providing a tax break on charitable donations from individual retirement accounts. This is a simple way to partner with the UCM Alumni Foundation in achieving its goal of making college degrees more accessible and affordable for more students. If you are age 70 1/2 or older, this law allows you to roll over monies each year from your IRA directly to the UCM Alumni Foundation without increasing your taxable income or paying additional taxes. The allowable amount you can give is adjusted annually based on inflation, but exceeds $100,000. If you have not yet taken your required minimum distribution (RMD) for this year, a charitable gift from your IRA can satisfy all or part of the requirement.
A charitable gift from your IRA should be transferred by the IRA’s custodian directly to the UCM Alumni Foundation to ensure proper procedures in completing the gift. We suggest consulting with your financial advisor if you have questions.
Benefits Include:
• An easy and lasting impact for student support
• No income taxes on the gift when it is “rolled over” to the UCM Alumni Foundation
• You can designate the gift to support the area you care about most.
• If you are 73 or older, the donation counts toward your Required Minimum Distribution (RMD).
It is wise to consult with your tax professional if you are contemplating an IRA gift regarding any changes to the tax law. Please feel free to contact us with any questions. This information is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.
ENSURING A STRONG FUTURE FOR UCM
JULIUS J. OPPENHEIMER
Thanks to the generosity of the Julius J. Oppenheimer Symposium Series Endowment that was made possible from his estate gift, thousands of UCM students have been able to interact with national and global leaders whose actions have changed the world. The series began in 1984 and has included speakers such as Great Britain’s former Prime Minister Lord Harold Wilson, former First Lady Barbara Bush, former president of Poland and human rights activist Lech Walesa, former Soviet Union President Mikhail Gorbachev and American journalist Hugh Downs. Oppenheimer’s estate gift didn’t stop with a lecture series; it has also funded several other academic opportunities that have given students a worldly perspective.
GIFTS OF LIFE INSURANCE
The UCM Alumni Foundation welcomes gifts of life insurance. You may own a policy that was available to cover your loved ones in case of unexpected end of life. If the original purpose of the life insurance policy no longer applies, it may become a powerful and simple way to support our mission.
When you designate us as beneficiary of your policy, you retain ownership of the policy during your lifetime. Although this option will not result in any immediate tax deduction, it does provide a substantial contribution at end of life. To make a gift of life insurance, contact your insurance provider for a beneficiary designation form and designate us as the primary beneficiary for a percentage or specific amount. You can also make us the contingent beneficiary so that we will receive the balance of your policy only if your primary beneficiary does not survive you.
Benefits Include:
• Support the causes you care about
• Continue ownership of your policy
• Simplify your planning and avoid expensive legal fees
• Reduce the burden of taxes on your family
• Receive an estate tax charitable deduction
FINANCIAL ACCOUNTS
Designating the UCM Alumni Foundation as beneficiary of your bank account, certificate of deposit or brokerage account is a simple and straightforward way to support our work. There are two options you can use to make this gift to us:
Payable on Death (POD)*
By placing a POD designation on your bank account or certificate of deposit, you can name one or more persons or charities as the beneficiary of all funds once you, the account owner, pass away. The beneficiary you name has no rights to the funds until after your lifetime. Until that time, you remain in control and are free to use the money in the account, to change the beneficiary or to close the account.
By setting up your bank account or certificate of deposit in this way, the estate planning and administration process is simplified. The executor or administrator of your estate will not have to take any action to ensure that your account transfers to whomever you designated. Simply ask your bank representative about the easy steps you need to take in order to place a POD designation on your bank account or certificate of deposit.
Transfer on Death (TOD)*
By placing a TOD designation on your brokerage or investment account, the account will be paid to one or more persons or charities after your lifetime. It is not necessary for the TOD designation to transfer all of the account solely to charity; you can designate a certain percentage of the account. Like a POD account, with a TOD account the named beneficiary has no rights to the funds until after your lifetime. Until that time, you are free to use the money in the brokerage or investment account, to change the beneficiary or to close the account.
A TOD designation also simplifies the estate planning and administration process. The executor or administrator of your estate will not have to take any action to ensure that the securities transfer to whomever you designated. To set up the TOD endorsement, simply contact your investment advisor and provide instructions regarding the change.
*State laws govern Payable on Death accounts and Transfer on Death accounts. Please consult with your bank representative or investment advisor if you are considering these gift options.
DONOR SPOTLIGHT
Rand and Kelly Harbert have established a marketing professor fellowship at UCM and a planned gift in the form of a second-to-die life insurance policy.
Rand, ’85, and Kelly, ’86, Harbert have given back to their alma mater in many ways since their graduation. They have established a marketing professor fellowship, made numerous donations to the Central Annual Fund serving the university’s area of greatest need, and are devoted supporters of the Mules and Jennies Golf programs.
Due to Rand’s experience in insurance and Kelly’s background in estate planning, the couple made the decision to give a planned gift to UCM via life insurance. They liked the idea of life insurance because for a small certain sum, they could give an exponentially larger gift at the end of their lives.
“Early on, we made the decision that we wanted to give both annually and also make a planned longterm gift. We felt life insurance provided the means to accomplish the planned giving portion,” Rand says.
The planned gift Kelly and Rand provided the university was funded by a second-to-die life insurance policy. An advantage of second-to-die is that more coverage can be acquired for less premium than on a policy covering a single life. Upon the death of the second spouse, the university will receive the tax-free proceeds of the policy. By gifting in this fashion, the donor receives a charitable contribution deduction
for premiums paid, and the proceeds of the life policy are excluded from the donor’s estate.
“For those who desire to give a planned gift to the university but have no specific assets to allocate to such a gift, insurance can provide an answer,” Kelly explains.
Rand Harbert and Kelly Stoll met at Central Missouri State University. They were both first-generation students from small Missouri towns. Rand came to CMSU on a golf scholarship and majored in graphic arts. Kelly was awarded a full-ride academic scholarship, the Distinguished Scholar Award, and majored in accounting. Rand was selected to receive the George S. Charno Award, which is given annually to two of the most outstanding graduates. Kelly, who was a cheerleader for basketball and football, cheering with Rand during his senior year, graduated as valedictorian. Both feel very fortunate to have graduated debt-free.
Following graduation, Kelly worked at KPMG accounting firm and served as a Certified Public Accountant in both audit and tax. In 1995, she started Spectrum Partners, which operates assisted living facilities and currently serves as the company’s president.
Rand worked in pharmaceutical sales and brand management prior to joining State Farm in 1992. He has risen through the ranks of State Farm to become Chief Agency, Sales and Marketing Officer — and was named one of the 50 most innovative CMOs in the world by Business Insider in 2016 and 2017. He was instrumental in establishing the State Farm Marketing and Sales Competition, an annual event that UCM hosted for more than a decade in which students from across the nation develop and present their marketing innovations for cash prizes. Most recently, the Harberts have supported UCM’s golf programs, making a lead gift that resulted in the building of the Harbert Collegiate Golf Center.
In addition to their philanthropic contributions, both Rand and Kelly have given back to the university through service on the UCM Alumni Foundation Board of Directors. Their family legacy continues with their middle son, Ross, earning his bachelor’s degree from UCM in spring 2020. The couple is passionate about giving back to their alma mater and agree they wouldn’t trade their time at the university for anything.
“I never dreamed that my education would serve me so well,” says Rand, who earned the Distinguished Alumni Award in 2018 and has been honored by the university as a Distinguished Marketing Executive.
“To say I loved my four years at Central would be an understatement; giving back is natural considering all that UCM has done for me.”
Kelly and Rand Harbert are pictured with, from left, their son Scott, son-in-law Mark Dunford, daughter Morgan Dunford and son Ross, a 2020 UCM graduate.
WAYS TO GIVE
The UCM Alumni Foundation makes the following gift planning options available in order to facilitate, enhance and encourage your giving to the University of Central Missouri. We can assist you in using these tools to meet your charitable gift planning needs.
LIFE INCOME GIFTS
Charitable Gift Annuity
Gift annuities have been a popular charitable option for UCM alumni and friends. Gift annuities generate lifelong income, paying an annual, semiannual or quarterly fixed annuity payment for the remainder of one or two lives. You can have confidence that your annuity will be paid without interruption because of the UCM Alumni Foundation’s financial stability and longevity.
With a gift annuity you will receive a current tax deduction, which is determined by your age, the annuity rate and the amount of your contribution. The annuity rate is also based on your current age. An annuity may begin immediately or may be deferred until a later age, resulting in a higher rate of payment per year. At the end of life, the remainder is used by the UCM Alumni Foundation for the purpose designated by the donor.
Benefits Include:
• Support our mission
• Leave a lasting legacy
• Partial income tax deduction at time of contribution
• Fixed lifetime income
• Partially tax-free income
• Deferred or partial avoidance of capital gains taxes (for gifts of appreciate securities)
Please note that charitable gift annuity may not be available in every state.
Charitable Remainder Annuity Trust
The charitable remainder annuity trust is attractive to donors who want fixed annual, semiannual or quarterly payments. You receive fixed payments in an amount designated by both parties in the trust agreement.
The payment remains the same throughout your life, assuming the sufficiency of the annuity trust assets. The annuity trust is an option for gifts of cash or marketable securities.
Benefits Include:
• Support our mission
• Leave a lasting legacy
• Support the causes you care about
• Fixed lifetime income
• Income tax deduction at time of contribution
• Defer or eliminate capital gains taxes by transferring marketable securities
At death of donor, trust assets distributed to UCM Alumni Foundation &
Charitable Remainder Unitrust
The charitable unitrust has become a popular gift planning tool because of its flexibility and versatility. Due to the flexibility allowed in structuring the lifetime income payments, the unitrust is an excellent vehicle for contributions of less readily marketable property, such as real estate, closely held stock, interest in limited liability companies and partnerships, and even tangible personal property, such as valuable jewelry, coins, crops and livestock.
Benefits Include:
• Support UCM students
• Leave a lasting legacy
• Lifetime income
• Partial income tax deduction at time of contribution
• Avoidance of capital gains taxes at contribution and sale of appreciated property
CHARITABLE LEAD TRUST
A charitable lead trust can be a useful tool for contributing to the UCM Alumni Foundation while ultimately passing assets to your loved ones. Charitable lead trusts are established and administered by donors with the assistance of their legal and financial advisors. For a set number of years, or for someone’s lifetime, the trust provides annual payments to the Foundation. When the term ends, the remaining assets are transferred to your family or other beneficiaries, often with reduced estate or gift taxes.
Charitable Lead Annuity Trust
A Charitable Lead Annuity Trust provides the UCM Alumni Foundation with a fixed annual payment that does not change over the life of the trust. This structure offers predictable support for the Foundation in a lowinterest-rate environment.
Benefits Include:
• Provide consistent annual support
• Leave a lasting legacy
• Protect against market fluctuations
• Transfer future appreciation to family members tax-efficiently
IMPACTING UCM THROUGH SCHOLARSHIPS
STANLEY AND EUGENIA R. CRAIN SCHOLARSHIP
Eugenia Crain’s career as an educator provided her with opportunities to meet interesting people who encouraged her to explore new challenges. The late professor emerita of accounting made those same opportunities available to new generations of University of Central Missouri students by establishing two charitable gift annuities that provided additional significant funding for a named scholarship endowment. She stated:
“It is important to support the schools that educate the American public. The success of our democracy depends on an educated public.”
The Stanley and Eugenia R. Crain Scholarship for undergraduate students in accounting secured Eugenia’s goal of providing leadership and service opportunities through quality education to future UCM students.
Charitable Lead Unitrust
A Charitable Lead Unitrust pays the UCM Alumni Foundation a set percentage of the trust’s value, recalculated each year. As the trust grows, the Foundation’s annual payments increase, providing a flexible way to share in future appreciation. After the trust term ends, the remaining assets are transferred to your designated beneficiaries.
Benefits Include:
• Provide annual gifts that reflect investment performance
• Leave a lasting legacy
• Support both family and philanthropy over time
GIFTS AT END OF LIFE
Bequests
You can leave a legacy for future generations by including a bequest to the UCM Alumni Foundation. A charitable bequest is one of the easiest ways you can leave a legacy by helping advance our mission to make a UCM degree more affordable, accessible and valuable.
The term “bequest” generally refers to gifts made through your will, revocable trust, insurance policy, retirement plan or other estate planning options. You can include a provision that names the UCM Alumni Foundation as the designated or contingent beneficiary. A beneficiary designation clearly identifies how specific assets will be distributed after your death. You may designate the gift to be directed to a specific scholarship, fund, college, school, academic area or for unrestricted use.
How Do You Make a Bequest?
You may include language in your will, trust or other gift options to specify a gift to the UCM Alumni Foundation as part of your estate plan.
Your Bequest Options
A bequest may be made in several ways:
• Gift of a percentage of your estate
• Gift of a specific dollar amount or appreciated assets (securities, real estate, tangible personal property, etc.)
• Gift from the balance or residue of your estate
Bequest Language
The official bequest language for the UCM Alumni Foundation is:
“I, [Donor name], of [city, state, ZIP], give, devise and bequeath to the University of Central Missouri Alumni Foundation, Federal Tax ID #43-1181566, [written amount or percentage of the estate or description of property] for the purpose of supporting [its unrestricted use for the greatest need or list a specific gift designation].”
By notifying the UCM Alumni Foundation of your bequest intention during your lifetime, you ensure that your gift will be used exactly as you intend. Sharing your plans with us allows our team to document your wishes, answer any questions, and recognize your generosity in ways that are meaningful to you. Most importantly, it provides peace of mind that your legacy will make the greatest impact possible for future generations of UCM students.
Benefits Include:
• Leave a lasting legacy
• Help make a college education more affordable and accessible
• Lessen the burden of taxes on your family
• Receive estate tax charitable deduction
DONOR SPOTLIGHT
Chuck and Diane Dudley, pictured here with their sons, Ryan, left, and Ross, have an endowed scholarship and planned estate gift with UCM.
Chuck, ’80, and Diane, ’81, ’23, Dudley met at a street fair in downtown Warrensburg the day before classes began. Chuck was a junior who had moved from York, Pennsylvania, when a co-worker told him about the affordable university in the middle of Missouri with an airport, an auto mechanic shop, a farm, a golf course and many technical majors to choose from. He had never before traveled farther west than Ohio.
Diane Schemmer grew up on a farm in Higginsville, Missouri, where she had taken an interest in helping her father balance the checkbook and maintain financial records. She got permission to enroll a year early in an accounting class for high school seniors, and the next year took a college-level accounting course. She was eager to pursue her passion at Central Missouri State University, where she’d always dreamed of going.
Diane and Chuck were both the first in their families to attend college, which is one reason they are now so keen to support first-generation students.
“I didn’t have anyone in my family who had been to college before and could tell me what to do,” Chuck says. “We didn’t have a student success center in the ’80s.”
After graduating summa cum laude with a bachelor’s degree in business administration accountancy, Diane got a job at KPMG in Kansas City, where she was the only new hire from a smaller Missouri school. Five years later, she was the only hire from her cohort who was still working at the firm, and she came to the conclusion that the education she received at CMSU was as good as, or better than, any Division I university. Diane quickly became a partner at KPMG and was one of the first to lead a federal agency financial statement audit. She went on to head the federal audit practice for the firm.
Chuck says that, when he first entered the workforce, no one knew what to do with a degree in industrial security and a minor in fire science; they wanted prior experience from the police force or the military. He got a job at the Olathe Police Department, then completed officer candidate school, starting his career as a U.S. Coast Guard officer. Chuck’s degree came into play when the head of Coast Guard security found out they had an officer who had majored in security and reassigned him to Washington, D.C.
The Dudleys stayed in D.C. for more than 30 years, and Diane continued working at KPMG until her retirement. In lieu of a retirement gift, she asked that her co-workers make donations to the Charles and Diane Dudley KPMG Scholarship Endowment in Accounting, which they had previously established to benefit UCM students from Lafayette County.
“It’s really very rewarding because we get the thank-you notes from the students who receive the scholarship, and they’re often first-time college students just like Chuck and I were,” Diane says. “Many of them rely on scholarships to be able to attend college, and that was certainly the case for us.”
Diane says she was apprehensive about setting up a scholarship endowment until she learned it could be funded incrementally over a period of time. The initial investment grows every year so that a greater amount is available to be awarded annually.
Now back in Higginsville and serving as past president of the UCM Alumni Foundation Board of Directors, Diane is more involved with her alma mater than ever. She frequently speaks to accounting classes and was recognized with the 2025 Distinguished Alumni Award.
Through their endowed scholarship, annual donations and planned estate gift, Diane and Chuck’s legacy will live on as more students follow in their footsteps.
“We know the need will not diminish in our lifetime. That is why we established an endowed fund and have also set up a planned gift that will continue to help UCM students in perpetuity.” — Diane Dudley
THE HERITAGE SOCIETY
The Heritage Society was established in 1981 to recognize alumni and friends who make provisions in their estates to advance the university’s mission. We honor these donors for their everlasting impact on students who attend UCM — now and in the future. Membership belongs to individuals who provide required documentation to the UCM Alumni Foundation regarding their planned gift intentions.
Such gifts may include:
• Bequest in a will or revocable trust
• Life income gift (charitable gift annuity, charitable remainder trust or charitable lead trust)
• Beneficiary designation on an IRA or other qualified retirement plan
• Life insurance policy
• Financial accounts, including CDs, brokerage account, bank account
• Remainder interest in personal residence or real property
Future gift support may be used for:
• Student scholarships and awards
• Professorships
• Visiting lectureships
• Research and equipment
• Faculty development
• Unrestricted funds for areas of greatest need
Where There’s a Will, There’s a Way
Voncile Huffman passed away in 2002, but her teaching legacy lives on through a will bequest she made to the UCM Alumni Foundation. This was her way of continuing her love for teaching through an endowed scholarship that has helped more than a hundred students follow in her footsteps.
Planned Giving Declaration of Intent
Return this form completed and signed to:
University of Central Missouri Alumni Foundation
Smiser Alumni Center, PO Box 800, Warrensburg, MO 64093
Phone: 660-543-8000
Email: plannedgiving@ucmo.edu
Thank you for your decision to notify us about your planned gift supporting our mission to disseminate knowledge that transforms students into leaders who possess the aptitudes, skills and confidence to succeed. After we receive your documentation, you will receive official acknowledgement of your gift intention. We may also contact you for more details regarding the specific area that you wish your gift to benefit. On behalf of our students, faculty and staff, thank you for your generous support!
Donor Name Birth Date
Donor Name Birth Date
Address
City __________________________________ State ___________ Zip
Phone ___________________________________ Alternate Phone
I/We have provided support for the mission and goals of the University of Central Missouri Alumni Foundation in the following estate provisions:
[ ] IRA [ ] Life Insurance Policy [ ] Retirement Plan
[ ] Trust [ ] Will
I/We have a planned gift of:
[ ] $______ OR
[ ] Other (please describe)
[ ] % of my/our estate; therefore, my/our planned gift is currently valued at $________________
[ ] I/We have provided OR [ ] I/We will provide a copy of the portion of the planned gift instrument that pertains to my/our gift demonstrating UCM as a beneficiary, with the estimated value indicated (if possible).
[ ] This is an update of a previously documented planned gift.
My/Our gift to the UCM Alumni Foundation is to be used for the following purposes:
DONOR RECOGNITION
The UCM Alumni Foundation appreciates the opportunity to acknowledge your commitment by publicly recognizing you, which often motivates others to leave planned gifts as well. With a planned gift commitment, you are granted membership into the Heritage Society. If you prefer to remain anonymous, we will respect your wishes. Please indicate your selection below.
[ ] I/We give permission to publicize my/our commitment and name(s) as member(s) of the Heritage Society
[ ] I/We prefer to remain anonymous during my/our lifetime(s). You may recognize my/our gift after you receive it.
[ ] I/We prefer to remain anonymous during and after my/our lifetime(s).
This document does not create a binding commitment. By signing this form, you are simply acknowledging your current plans to benefit the University of Central Missouri and giving us direction as to your intentions
Donor Signature Date
Donor Signature Date
HOW WE CAN HELP YOU
Our goal is to provide you with information to help make planned giving decisions that are best for you, your family and UCM’s future.
CONTACT US
Please contact our office if you have made plans for a gift. We welcome the opportunity to thank you for your generous act and will include you as a member of the Heritage Society.
Reach out to us at 660-543-8000 with any questions you may have or to request additional information regarding making a planned gift to the UCM Alumni Foundation.
Office of Planned Giving Smiser Alumni Center
Phone: 660-543-8000
Email: plannedgiving@ucmo.edu
Web: ucmfoundation.org
The information in this publication and on our website is not intended as legal or tax advice. If you are contemplating a charitable gift, we suggest you consult an attorney or tax advisor.
OUR PROMISE TO YOU
The UCM Alumni Foundation is committed to being a wise steward of each and every gift entrusted to us. We consider with great care the managing and investing of gifts in a prudent and productive manner. We will provide helpful, confidential information that allows you to make informed decisions about gift planning options. All gifts are important and appreciated!
Thank you for your interest and involvement in providing important learning opportunities for our students as they prepare to impact and change the world. Your generosity with a planned gift makes that happen.
