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Planned Giving

Giving Back to the Institution He Loves

Greg SwindallGreg Swindall grew up in Hokes Bluff, Ala., and was introduced to Jacksonville State University at the age of 9 as he watched his mother, Sherry Donna Swindall, walk across the stage to receive her diploma in 1985.

He decided then that he wanted to go to college and hoped his own family would be as proud of him as he was of his mom that day.

So after graduating from Coosa Christian High School, he began his own college career at Gadsden State and soon transferred to JSU. He took full advantage of the opportunities that were offered to incoming students and immediately got involved in the student government association and the Delta Chi fraternity. Greg says being a part of the Greek system and student activities were invaluable in teaching him the networking and social skills needed for his profession. He also credits the public speaking classes offered through the English department for helping him be successful.

Greg is now the managing director of Principal Financial Group in Birmingham, Ala. The firm focuses on small to medium-size businesses as well as individual clients. Greg assists clients in increasing after-tax wealth, generational wealth transfers and business planning.

"I attempt to lead and manage through biblical principles that were installed in me at a very early age," he says. "I truly believe having a servant's heart will help you and the people you come in contact with."

In May, 2010, Greg was seriously injured in a car accident. He came to realize that no day is guaranteed.

"We must make the most out of everything that is given to us and give back to those that helped mold us. I firmly believe it is our duty to give back, to serve, and help the next generation be better than the one that we are a part of now," he says.

He is doing just that at JSU. Greg serves as the chairman for the JSU Board of Visitors for Student Affairs and Enrollment Management. The board is made up of alumni and community members who work to provide resources for the department's needs. Greg says this board would like to be the first to endow $1 million to the university. To do this, Greg says, "we have to have more people willing to give of their time, talents and treasures."

Greg believes JSU is being led by individuals with great vision.

"We must realize that change is inevitable. It is always better to look ahead and prepare than look back with regret."

He encourages anyone with the desire to get involved to reach out to the university and start giving back in any way they can.

His mom watched him walk across the stage at Jacksonville State University and receive his bachelor of arts in history and English degree in 1998. The man he is today started with his parents and continues to grow each day through the love and support of his wife, his passion for his career and his desire to serve. Future JSU students will benefit from men like Greg Swindall who are giving back to the institution they love.

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A charitable bequest is one or two sentences in your will or living trust that leave to Jacksonville State University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Jacksonville State University, a nonprofit corporation currently located at Jacksonville, AL, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Foundation where you agree to make a gift to the Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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