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Heritage Society

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 our rich heritage and helps us prepare students for a brighter future.

Over the years, many generous alumni, faculty, staff and friends have fueled their passions at Utah State 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 USU through their charitable gift and estate planning.

Planned gifts and bequests offer unique opportunities for individuals, couples and families to advance USU's mission and vision 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 through planned gifts and bequests, Heritage Society members have the meaningful opportunity to leave a legacy that makes possible an enduring and ever-widening circle of excellence in education for USU students.

Benefits of Establishing a Planned Gift

By establishing a planned gift, you will become part of an enduring and ever-widening circle of individuals who cherish the heritage of Utah State. 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 students
• Special invitations to an annual Utah State University Heritage Society annual appreciation event
• Access to a director for confidential gift planning consultations
• Invitations to educational seminars and events
• Listed for mailings of magazine and newsletter subscriptions
• Possibly be featured on the website and newsletters (with your permission)

Old Main Society Heritage Level (documented gifts of $25,000 or more)

Heritage Society members who have documented a planned gift valued at $25,000 or more will be inducted into the Old Main Society Heritage Level. The Old Main Society is USU's premier giving society, and donors at this level participate in engagement and recognition opportunities enjoyed by members of the Old Main Society .

Click here to see a list of the members of the Old Main Society Heritage Level.

Your bequest or other planned gift benefitting Utah State 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