Planned Giving

The John Massey Heritage Society

The John Massey Heritage Society was organized in 1993 to recognize individuals who have been instrumental in providing for the long-term financial security of Huntingdon College. Through planned giving, these individuals have provided a legacy to benefit students for generations to come.

Planned Giving Opportunities

Planned giving is not just about making financial arrangements—it’s about making a statement of what matters most to you. By including Huntingdon College in your plans, you can align your values with a lasting impact on the lives of students, faculty, and the broader community. There are several options for these legacy gifts to Huntingdon. In each situation, donors should consult financial advisors, lawyers, and Rev. Dr. Brian Miller, Vice President of External and Church Relations at Huntingdon College. Designation of all gifts should be made in consultation with Huntingdon College.

Charitable Bequest

A charitable bequest is an official statement in a will, a trust, or an estate plan that designates a gift to Huntingdon College. This is one of the most popular instruments for legacy gifts.

Charitable Gift Annuity

A charitable gift annuity is an agreement between a donor and Huntingdon College. The donor gives a large initial gift to Huntingdon. Then, Huntingdon pays the donor an annual set income from that sum until the pay period ends (usually with the donor’s death). Huntingdon retains the remaining funds.

Charitable Remainder Trust

A charitable remainder trust is a trust gifted to Huntingdon that pays an annual amount to individuals identified by the donor. Once the trust is complete, Huntingdon receives the remaining funds. A charitable remainder annuity trust pays a set amount each year, while a charitable remainder unitrust pays a percentage of the remaining trust fund.

Life Insurance

Huntingdon College can be named as a beneficiary of a donor’s life insurance policy.

Retirement Fund

A donor can also designate Huntingdon as a beneficiary in their retirement assets, such as an IRA, 401(k), or pension. For tax implications please consult your financial advisor.

Retained Life Estates

With a retained life estate, the donor irrevocably deeds a personal residence or other property to Huntingdon College but retains the right to live in it for the rest of the donor’s life, a term of years, or a combination of the two. There are immediate tax benefits of this arrangement for the donor.