Southeast Missouri State University

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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