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James S. LuckeysocietyWINTER 2022
NEWSLETTER LEGACY GIVING NEWSLETTER OF HOUGHTON COLLEGE AND THE JAMES S. LUCKY SOCIETYExpressing Profound Gratitude
Adam Gerard graduated in 2019 from Houghton
College
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How to fill out houghton university legacy giving
How to fill out houghton university legacy giving
01
Contact the Houghton University advancement office to request information about legacy giving opportunities.
02
Review the different options for legacy giving, such as bequests, charitable gift annuities, and beneficiary designations.
03
Consult with a financial advisor or estate planner to determine the best legacy giving option for your financial situation and philanthropic goals.
04
Complete the necessary paperwork to officially designate Houghton University as a recipient of your legacy gift.
05
Review and update your legacy giving plans as needed to ensure they align with your wishes and financial plans.
Who needs houghton university legacy giving?
01
Anyone who wishes to support Houghton University through their estate planning and leave a lasting impact on the institution.
02
Alumni, parents, faculty, staff, and friends of Houghton University who want to contribute to the university's long-term success and sustainability.
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What is houghton university legacy giving?
Houghton University legacy giving refers to donations and gifts left to the university in a person's will or estate plan.
Who is required to file houghton university legacy giving?
Anyone who is designating Houghton University as a beneficiary in their will or estate plan is required to file houghton university legacy giving.
How to fill out houghton university legacy giving?
Houghton University legacy giving can be filled out by consulting with an estate planning attorney or financial advisor to ensure proper documentation and execution.
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The purpose of houghton university legacy giving is to support the university's programs, scholarships, facilities, and initiatives through planned charitable contributions.
What information must be reported on houghton university legacy giving?
Information such as the donor's name, contact information, details of the gift, and intended use for the donation must be reported on houghton university legacy giving.
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