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Other Ways to Give

Expanding Possibilities for Impact

Your generosity can take many forms, each with the potential to transform lives and shape the future of Stephens College. Whether you choose to give through appreciated assets, planned gifts, or retirement funds, your support becomes a catalyst for innovation, empowerment, and opportunity. Explore the creative giving options below to discover how your contribution can leave a lasting legacy.

Stock Gifts and Appreciated Assets

Turning Investments into Impact

Donating appreciated assets such as securities, real estate, or tangible items like artwork or equipment is a powerful way to make a difference. Not only can these gifts support Stephens College’s mission, but they may also offer significant tax benefits, such as avoiding capital gains taxes.

To Donate Stock:

Your broker can transfer stock electronically via DTC #0221, A/C# LL-23978-IS, A/C of Stephens College, care of UBS PaineWebber.

For assistance, please contact John Schlendorf at UBS PaineWebber at (800) 245-0900 or (503) 221-5856.

Note: Initiate transfers early in December to ensure completion before Dec. 28 for tax-year credit.

Print and complete this form to assist your broker with processing your gift of securities

IRA Gifts

Make a Lasting Impact While Meeting Your Goals

Gifts from your Individual Retirement Account (IRA) provide a tax-smart way to support Stephens College while fulfilling Required Minimum Distribution (RMD) requirements or leveraging Qualified Charitable Distributions (QCDs). Whether you’re planning your annual giving or exploring ways to reduce taxable income, an IRA gift can make a significant difference for our students and programs.

Why Give Through Your IRA?

• Tax Benefits: A Qualified Charitable Distribution (QCD) allows individuals aged 70½ or older to donate directly from their IRA to a qualified charity, like Stephens College, without incurring taxable income.

• Meet RMD Requirements: If you’re 73 or older, your IRA gift can satisfy your Required Minimum Distribution (RMD), making your philanthropy work smarter for you.

• Impact: Your gift supports transformative education, scholarships, campus enhancements, and other key initiatives at Stephens College.

How to Make an IRA Gift

1. Contact your IRA administrator: Request a Qualified Charitable Distribution (QCD) be made directly to Stephens College.

2. Provide your administrator with our details:

◦ Stephens College

◦ EIN: 43-0670936

◦ Address: 1200 E. Broadway, Campus Box 2035, Columbia, MO 65215

3. Notify Stephens College: Let us know about your gift to ensure proper acknowledgment and allocation.

Key Considerations

• QCDs can be made up to $100,000 annually per individual.

• To qualify, the gift must be transferred directly from your IRA to Stephens College.

• IRA gifts do not qualify for additional charitable deductions but provide immediate tax advantages by reducing taxable income.

An IRA gift to Stephens College creates lasting impact while helping you achieve your financial goals. Your generosity ensures that Stephens continues to inspire, educate, and empower generations of students.

For questions or assistance, please contact Shannon Walls, Vice President for Advancement, at (573) 876-7110 or sbwalls@stephens.edu.

Donor Advised Fund Gifts

Strategic Giving Made Simple

A Donor Advised Fund (DAF) is a flexible and tax-efficient way to support Stephens College while aligning your philanthropic goals with your financial planning. By designating a gift to Stephens through your DAF, you can make a meaningful impact on our students, programs, and campus while enjoying the simplicity and benefits of this giving method.

Why Give Through a DAF?

• Flexibility: Recommend grants to Stephens College on your timeline.

• Tax Advantages: Contributions to your DAF are tax-deductible in the year they are made, and any growth within the fund is tax-free.

• Impact: Direct your gift toward the areas of Stephens that resonate most with your passions, such as scholarships, academic programs, campus improvements, or other key initiatives.

How to Give Through a DAF

1. Recommend Stephens College as a recipient of a grant from your Donor Advised Fund.

2. Provide your fund administrator with our details:

◦ Stephens College

◦ EIN: 43-0670936

◦ Address: 1200 E. Broadway, Campus Box 2035, Columbia, MO 65215

3. Notify Stephens of your grant recommendation to ensure proper acknowledgment and allocation.

Your support through a Donor Advised Fund helps us continue shaping lives, fostering innovation, and preserving the legacy of excellence that defines Stephens College. Thank you for making a difference!

For questions or to discuss your intentions, please contact Shannon Walls, Vice President for Advancement, at sbwalls@stephens.edu or (573) 876-7110.

Permanent Distributions

Many donors and their families are choosing family foundations and permanent trusts to hold their assets during their lifetimes and beyond. By earmarking a percentage of the annual gifting to Stephens College, you make it possible for Stephens to strategically plan for growth, campus improvements, and scholarship offerings.

Contact the gift planning team at giving@stephens.edu to help you secure your legacy and Stephens College’s future.

Planned Giving

 A Legacy of Empowerment

A planned gift is more than a contribution—it’s a statement of belief in the mission and future of Stephens College. By including Stephens in your estate plans, you create a ripple effect of opportunity, ensuring students can Learn. Grow. Lead. for generations to come.

When planning your estate, our gift planning team can work with you and your advisors to align your philanthropic goals with the College’s needs. This collaboration ensures your wishes are honored, your gift is impactful, and your legacy endures.

Your Partnership Shapes Our Future

Whether you contribute stocks, plan a legacy gift, or give through retirement funds, your support ensures that Stephens College continues to provide transformative opportunities for students. Let’s work together to create a gift that reflects your vision and leaves a lasting mark on our community.

Questions?
Contact Shannon Walls, Vice President for Advancement, at sbwalls@stephens.edu or (573) 876-7250.