Hodges University

Planned Giving


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President's Society

The President's Society is an exclusive club created for those who have made gifts to Hodges University through bequests, life income gifts, insurance policies and other estate planning vehicles. Through their generosity and leadership, members of the President's Society help ensure that HU continues to meet its mission.

Alumni and friends who are making planned gifts to the University in their estate and financial plans will fulfill their philanthropic goals by helping HU increase its endowment and provide for the ongoing needs of students and faculty. Membership in the President's Society is one way that HU expresses its appreciation to these important supporters. Investment in HU and future generations of students helps ensure the vitality and viability of this institution for generations to come and, at the same time, offers an exceptional degree of flexibility.

Membership
Individuals or couples who have made a deferred commitment in support of the university are recognized with President's Society membership, which is automatically conferred once we are advised of your deferred gift.

Qualifying deferred gifts to the Hodges University Foundation include:
  • Will bequest or trust
  • Charitable remainder trust (unitrust or annuity trust)
  • Gift annuity (immediate or deferred)
  • Retirement account beneficiary
  • Life insurance beneficiary
  • Remainder interest in retained life estate (residence or farm)
  • Charitable lead trust

If you have already included Hodges University in a bequest or other planned gift, we hope you will let us know by e-mailing the Office of University Advancement. Your willingness to be listed as a member of the President's Society encourages others to follow your example.

For more information, please contact Judy Coleman, Vice President of University Advancement, at 239-598-6122 or jcoleman@hodges.edu.


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The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.