Planned Giving
The Heritage Club
The Heritage Club includes those donors who have established planned gifts of $10,000 or more through developing a scholarship or other endowed funds in cooperation with Newberry College's Office of Planned Giving. Notice to the Planned Giving Office of your gift through other organizations such as ELCA Foundation or Thrivent Financial Services for Lutherans and/or other insurance or banking institutions is essential in determining the existence of your eligible gift. Your estate gift can also be used to establish eligibility as a Heritage Club member. The planned giving director will be happy to explain what estate gifts qualify for Heritage Club membership.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
