Charitable Gift Annuity

How It Works

You transfer cash or securities to Sam Houston State University. Our minimum gift requirement is $10,000.
SHSU pays you, yourself and a spouse, or any two beneficiaries you name, fixed payment for life.
Beneficiaries are recommended to be at least 65 years of age at the time of the gift.
The remaining balance passes to SHSU when the contract ends.

Receive dependable, cash-flow for life, regardless of fluctuations in the market.
In many cases, receive payments at a rate higher than the interest you are currently receiving on investments.
Receive an immediate income tax deduction for a portion of your gift.
A portion of your annuity payment will be tax-free.
Are you a younger donor? Consider a deferred gift annuity.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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SHSU Main Campus
1806 Avenue J
Huntsville, TX 77340
(936) 294-1111
(866) BEARKAT

The Woodlands Center
3380 College Park Drive
The Woodlands, TX 77384
(936) 202-5000

University Park
20515 SH 249
Houston, TX 77070
(281) 290-2900