Planned Giving

Planned giving refers to financial strategies that allow donors to achieve their charitable visions through long-term planning. Making a planned gift to Middle Tennessee State University (MTSU) distinguishes you as a lifetime member of the Heritage Society. By including MTSU in your estate plan, you are making an investment in higher education that will benefit generations to come.

MTSU offers an active charitable estate planning program which provides donors with information and assistance in achieving their charitable giving goals in the most efficient manner. Charitable estate planning is the matching of the donor's goals and desires with MTSU's opportunities and priorities by using various planning techniques. A charitable estate plan may include outright gifts, testamentary (through the donors will), or life income arrangements which provide a lifetime income for the donor or designated beneficiary.

Working with the company Thompson & Associates, MTSU can help donors explore ways to:

Generate supplementary income
Maximize their charitable gift deduction
Eliminate or reduce capital gains and estate taxes
Fulfill their charitable giving goals

Such gifts may be conveyed by any of the following means:
Will/Bequest
Gift Annuities
Trusts
Life estate in personal residence

Our office is here to help you express your support of MTSU and higher education in the way that best fits your financial situation. To learn more about opportunities for planned giving, please use the links to the left.

If you have questions about any of the content on this site, if you have suggestions for additions or changes to this site, or if you simply want to learn more about planned giving, please do not hesitate to contact our office.

Joe Bales
Vice President for Development and University Relations
615 898-5818
jbales@mtsu.edu