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.
Benefits
- 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.
Next
- More detail on Gift Annuities.
- Frequently asked questions on Gift Annuities.
- Contact us so we can assist you through every step.
Planned Giving

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