The Investors Society

The Millikin University Investors Society was established to recognize those alumni and friends who have made a commitment to Millikin’s future through their wills and other investment giving opportunities, including trusts, annuities, other life-income arrangements, or a family foundation.

Such gifts are an important source of income for Millikin. They have provided buildings, endowment, scholarship and other resources to foster continued excellence and growth at the University. They also provide future funds for causes that have been important to the donor and may serve as a way to memorialize someone special.

Through the Investors Society, the University can recognize those alumni and friends who help support and share in Millikin’s future.

Opportunities to Share in Millikin’s Future

The society is open to all those who have notified the University that they have provided for Millikin through their will or other investment giving opportunities. To assist you and your advisers in your financial planning, the University offers these options:

Gifts by Will and Living Trusts

Gifts made by your will may be for a specific dollar amount or a percentage of your estate. Unrestricted bequests are always appreciated and are used where the need is the greatest. Millikin is also grateful to receive bequests designated for a specific department or program that is special to a donor.

Trusts

All or part of your estate may be left in trust with the trust income going to one or more beneficiaries. Upon the death of the beneficiaries, the trust comes to the University.

Gift Annuities

You may be eligible to establish a charitable gift annuity to benefit Millikin. In exchange for a gift of cash or appreciated property, including securities, the University will pay you and/or a second beneficiary a guaranteed income for life. The rate of return is based on your age. A portion of this income is tax-free, and you also receive a charitable deduction. Please contact us to determine your eligibility.

Retirement Funds

Gifts of IRAs or other retirement funds can be an excellent means of supporting Millikin.

Life Insurance Policies

Naming Millikin University as beneficiary or as owner/beneficiary of a life insurance policy can result in a meaningful future gift to the University.

Real Estate—Life Tenancy

You can make a gift of your home, farm, or other property while retaining a life estate in the property, enjoying the right to continue to live in your home for life.

Family Foundations

Funding a family foundation and including Millikin among those philanthropies you support is an excellent way to provide for the University’s future and to involve your heirs in the joy of giving.

Benefits of Membership in the Millikin Investors Society

In addition to knowing that you have provided a meaningful gift to benefit Millikin’s future excellence and growth, membership in the Investors Society provides other benefits: Each year, the members meet with the president to hear a firsthand account of the life and vision of Millikin. This annual meeting provides a wonderful opportunity for investors to talk with the president about Millikin. With your permission, Millikin will recognize your generosity on the recognition wall outside of the president’s office in Shilling Hall.

If you are already eligible for membership in the Millikin Investors Society, please let us know. On behalf of the Millikin Board of Trustees, faculty, staff, and students, thank you for your support! If you would like additional information about the Investors Society or any of the University’s other investment giving opportunities, please contact the office of Alumni and Development at 1.877.JMU.ALUM (568.2586) or e-mail us.

 

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