The
Horizon Club
Members honored for generosity thanks to effective
gift planning that leaves a legacy
The Horizon Club is the planned giving recognition
society through which the Southeast Missouri University Foundation
recognizes those donors who have chosen to benefit the University
through their will, living trust, charitable gift annuity, charitable
remainder or lead trust, insurance policy, retirement plan or any
other planned gift. These gifts are the result of careful planning
involving the family's attorney, trust officer, insurance underwriter,
accountant and/or financial planner. Planned gifts are crucial for
the long-term financial well-being of the Foundation and, ultimately,
Southeast Missouri State University.
To qualify for membership in the Horizon Club, individuals
should complete a Confidential Membership Form provided by the Foundation
office and may wish to include the following documentation for verification
purposes:
Those naming the Foundation as a beneficiary through
their will or living trust should either:
1) submit a copy of the
first page of the document, the page mentioning the Foundation as
a beneficiary, and the signature page; or
2) submit an official
letter from the attorney-of-record verifying that the Foundation
has been named in their estate planning documents; or
3) submit
some form of written communication indicating the Foundation is
named in their will or living trust.
Those naming the Foundation as owner and beneficiary
of an insurance policy should submit the contract to the Foundation.
Those naming the Foundation as beneficiary of
a retirement plan or life insurance policy should submit a copy
of the beneficiary designation form.
Those naming the Foundation as a beneficiary or
remainderman in a charitable gift annuity, charitable remainder
trust or charitable lead trust should submit the document to the
Foundation.
If preferred, individuals may become members of
the Horizon Club and remain anonymous. All information will be kept
in the strictest confidence according to the desires of the donor.
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