Planned Giving
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The Heritage Club
The Heritage Club includes those donors who have established planned gifts of $10,000 or more through developing a scholarship or other endowed funds in cooperation with Newberry College's Office of Planned Giving. Notice to the Planned Giving Office of your gift through other organizations such as ELCA Foundation or Thrivent Financial Services for Lutherans and/or other insurance or banking institutions is essential in determining the existence of your eligible gift. Your estate gift can also be used to establish eligibility as a Heritage Club member. The planned giving director will be happy to explain what estate gifts qualify for Heritage Club membership.
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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.
