If you prefer chatting with someone about legacy ideas for you and your family, feel free to call us or arrange an appointment to visit - at your home, office or on campus. Some of our planned gift donors prefer to look at web page information while conversing with us at the same time. To arrange a visit, call Karen Davis Kilgore at 830-370-6059.
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The Board of Trustees recognizes those who include SU in their estate plans as members of the Schreiner Oaks Society. Becoming an "Oak" is a simple process that enables you to declare your intentions now and develop a new plan when the timing is appropriate for your family.
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Often we hear from friends that reviewing their estate plans has given them peace of mind. Wills and codicils are flexible plans because they are revocable. That is, they can be changed whenever appropriate.

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift for family and friends, Schreiner University, and other important organizations as part of your estate plan. We can provide sample language for you to use when consulting your family and professional advisors.
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Our friends tell us they like charitable gift annuities because they have no set-up fees, are easy to understand, and pay impressively favorable rates. Besides those features, gift annuities distribute GUARANTEED INCOME FOR LIFE, FOR ONE OR TWO PEOPLE. Our office will be pleased to illustrate a gift plan based on your ages and funding asset (cash or appreciated properties.)
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Stocks that have grown in value normally trigger capital gains taxes when sold. However, when donors give them to their favorite non-profit organizations, they enjoy all or partial by-pass of capital gains taxes. These gifts may be outright, helping Schreiner and other organizations immediately. They may also fund life income gifts, such as charitable trusts or gift annuities.
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Whether you have a seldom-used vacation home or a piece of business property, consider a bequest, life estate, or an outright gift of real estate assets.
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Thousands of Americans are taking advantage of the IRA Charitable Rollover provision to save income taxes, and often, preserve their charitable tax allowances. In addition, generous donors may use a bequest to transfer all or part of their tax-deferred retirement funds to reduce or eliminate the income tax normally due when these assets are passed to others.
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Do you have a mortgage protection or business planning insurance policy that you no longer need? Paid-up policies make great charitable gifts when donors change the owner and beneficiary to their favorite charity or charities. Also popular for fulfilling a philanthropic vision are survivorship policies.
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