Utah State University

Planned Giving

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THE HERITAGE SOCIETY
PLAN A GIFT.   CREATE YOUR LEGACY.     

 
The Heritage Society was established to recognize those individuals who have made bequests or other planned gifts to Utah State University.  Such generosity and commitment honors the rich heritage of Utah State and helps prepare for a brighter future.

Over the years, many generous alumni, faculty, staff and friends have fueled their passions at Utah State University through planned gifts and bequests. The Heritage Society was chartered in the spring of 2002 to celebrate that generosity and to assist those who wish to help strengthen Utah State University through their charitable gift and estate planning.

Planned Gifts and bequests offer unique opportunities for individuals, couples and families to advance the mission and vision of Utah State University by supporting endowment growth, scholarships, research, capital improvements or a host of other University programs and student services. Such planned gifts typically provide a “win-win” situation for donors, who may obtain financial and/or tax benefits.

By supporting Utah State University through planned gifts and bequests Heritage Society members have the meaningful opportunity to leave a legacy at Utah State University, which makes possible an enduring and ever-widening circle of excellence in education for USU students.

Heritage Society Benefits

As a Heritage Society member, you will become part of an enduring and ever-widening circle of individuals who cherish the heritage of Utah State University. Your planned gift will be honored with lifetime recognition and the following benefits:
  • Personal satisfaction in knowing your legacy benefits future generations of Utah State University students
  • A specially-designed paper weight memento from the University
  • A certificate recognizing your generous support
  • An appreciation gift from the College or Department that will benefit from your gift
  • Special invitations to Utah State University Heritage Society annual appreciation luncheon
  • Access to director for confidential gift planning consultations
  • Invitations to educational seminars and events
  • Listed for mailings of magazine and newsletter subscriptions
  • Occasionally be featured on the website and newsletters (with your permission)
 
Membership Qualifications
 
Your bequest of other planned gift benefitting Utah State University ensures eligibility for Heritage Society membership. The types of planned gifts that qualify include:
 
  • Charitable bequests by will or living trust
  • Bequests of retirement plan assets such as IRAs and 403(b)/401(k) accounts
  • Life income plans such as charitable remainder trusts and pooled income funds
  • Beneficiary designations naming Utah State University on life insurance policies
  • Charitable lead trusts and retained life estate gifts
  • Charitable gift annuities
 
NOTE: There is no minimum gift level for Heritage Society memberships.
 
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