Missouri Valley College | Alumni | Giving | Planned Giving

Planned Giving

What is Planned Giving?

For over 125 years, Missouri Valley College has continued to thrive because of the generosity and support of alumni and friends. Buildings have been built, programs have been established, and lives have been transformed. Planned gifts play a critical role in securing the future of Missouri Valley College. Typically made from assets in your estate rather than disposable income, planned giving allows all individuals to make a difference. By including Missouri Valley College in your estate and/or financial plans, you demonstrate your belief in the mission of the college, and help future generations of Vikings have access to higher education.

Easy Ways to Give and Plan Your Legacy

  • Include a gift to Missouri Valley College in your will
  • Designate a percentage of your retirement plan assets to Missouri Valley College.
  • Donate stocks or other securities.
  • Designate Missouri Valley College as a beneficiary of a life insurance policy.
  • Arrange a charitable trust to benefit Missouri Valley College.
  • Give a gift of real estate.
  • Give a gift of tangible personal property.

Resources for Planned Giving

  • Federal Tax & Stock Resources
    • Stock Transfer Instructions
    • IRS FORM 8283 – Non-cash Charitable Donations
    • IRS FORM 8283 Instructions
    • IRS PUBLICATION 526 – Charitable Contributions
    • IRS PUBLICATION 561 (Determining Value of Donated Property)

    Missouri Valley College Legal Information:

    Federal Tax ID Number: 44-0545286
    Missouri Valley College, 500 E. College Street, Marshall, MO 65340

  • Sample Bequest Language

    UNRESTRICTED GENERAL PURPOSES

    An unrestricted bequest is for the general use of the College.  An example of such a bequest is:

    “I hereby give to Missouri Valley College (Federal Tax ID 44-0545286) located at 500 E. College St., Marshall, MO 65340, the sum of $____________(or name a percentage of your estate) for the benefit of Missouri Valley College.”

    RESTRICTED GENERAL PURPOSES

    Donors may restrict the use of their bequests.  You may include additional wording (to the above example) to give more specific instructions as to how Missouri Valley College is to use your bequest. For example, you may specify that your bequest be used for student financial aid, a specific program or area, or another activity or project.

    You may also specify that your gift is to establish or supplement an endowment that will be used to provide perpetual support (Please note that there are minimum amounts to establish an endowment. Contact the planned giving office for more information).

    RETIREMENT PLANS AND LIFE INSURANCE POLICIES BENEFICIARY

    Donors may name Missouri Valley College as the beneficiary or contingent beneficiary of part or all of their retirement plan, life insurance policy, or other contractual benefit.  The planned giving office can provide further information to help donors.

    CHANGED CIRCUMSTANCES

    It is recommended that restricted provisions be described as broadly as possible and that detailed limitations be kept to a minimum to enable the College to use the bequest despite changed conditions.  Please consult with the planned giving office before drafting restricted provisions to ensure that they can be implemented according to your wishes.

    The language given here is only suggested language and is meant to be used with the advice of your attorney.

Contact our director of planned giving for more information about ways you can include Missouri Valley College in your plans.

Chad Jaecques
Director of Development
(660) 831-4034
jaecquesc@moval.edu