Heritage Society

Estate planning may be the single greatest act of stewardship most of us will ever perform.

Members of the Heritage Society ensure that Malone will remain strong for years to come through provisions in their wills or the establishment of a deferred gift. Members come from all walks of life and all income levels. The common denominator is a shared desire to provide for future needs of Malone.

Stewardship. Legacy. Impact.

You can make an impact on Malone University in a tangible way— we want to honor your legacy. Please join us as we help students recognize God’s calling on their lives and prepare them to make an impact for His kingdom.

Heritage Society members receive:

  • Recognition in the annual Honor Roll of Donors (with permission)
  • A distinctive lapel pin bearing the Heritage Society insignia
  • Special invitations to campus cultural, athletic, and educational events
  • Personal assistance with campus visits and other requests through the Office of Advancement
  • Special Malone University gift for new members

Simple Ways to Leave a Lasting Impact

  • Include Malone in your will (select a percentage or a set amount; no minimum required)
  • Contribute stocks or bonds (and avoid capital gains taxes)
  • Name Malone as the beneficiary of your life insurance policy
  • Provide gifts of IRAs, pension plans and 401(k)s (help to meet your Required Minimum Distribution)

You can also make a legacy gift that provides you income for life.

Charitable Gift Annuity benefits

  • Guaranteed income for life
  • Immediate tax reductions
  • Potential to significantly increase current income

Charitable Annuity Trust benefits

  • Life income
  • Reduction of estate taxes
  • Bypassing of capital gains taxes
  • Avoidance of probate

Join us in determining the award criteria

  • Work with us to design a personalized scholarship description.
  • Fund the endowment through your will or another deferred gift arrangement

Additional ways to fund an endowment

  • Consider including Malone University in your will by adding a simple “P.S.” to your will.
    Called a codicil, this is typically more straight-forward and economical than drafting a new will.
  • Consider multiple assets when determining what you want to give—real property such as artwork, jewelry, or vacation homes.
  • Consider changing the beneficiary on a pre-existing designation policy. This is done by simply calling your custodian and asking for a change of beneficiary form.

Seeking membership to the Malone University Heritage Society?

Thank you for your commitment to Malone through your generous giving and shared desire to provide for the future needs of our students.