Gift Planning
Planned Giving
Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
Bob and Mary Are Giving Smarter and Achieving Their Dreams...Find Out How You Can Too!
Bob and Mary first met at Two-Bit Flicks, a 25-cent movie night held on Fridays in Brighton Lecture Hall. When the spring formal hosted by the women's dorm came around, Mary asked Bob to go with her. It was their first "official" date.
The rest, as the saying goes, is history. Or in Bob and Mary's case, it is natural history. That's because Emporia State also introduced them to a lifelong passion for the natural sciences.
Bob and Mary feel Emporia State was the catalyst for the life they've built together. Mary became a science educator for 6th, 7th, 8th and 9th grade students. Bob founded and served as director of the Great Plains Nature Center and became a renowned nature photographer.
Now they want others to have the same opportunity they did. They want to help students come to ESU and discover a passion they can follow for the rest of their lives.
Bob and Mary found a simple and easy way to achieve this dream. When they set up their trust, they named Emporia State as a beneficiary.
What's your dream?
Learn how easy it is to make your dream a reality by naming Emporia State University in your will or trust. Contact Angela Fullen, Director of Planned Giving at the Emporia State University Foundation. She can answer your questions or help you get started. If you have already named Emporia State in your will or trust, let us know. We will make sure your gift does everything you want it to do.
"I would encourage anyone, if they are thinking about doing something like this, to contact the Foundation. For us, it has been a great experience." - Mary Butel
Getting Started is Easy
Not sure how to take the first step? We've got just the thing you need. Download your free Will and Estate Planning Guide. This guide is an easy way to get started on, or update, your estate plan. It will help you explore your options at your own pace. It's free, easy and yours to keep.
Download your copy today or contact Angela Fullen to request a printed copy.
Angela Fullen
Director of Planned Giving
Telephone: 620-341-6465
[email protected]
Washington News
Initial Rollout of IRS Direct-File Pilot
Bridget Roberts is the IRS leader of the Direct-File program. On February 8, 2024, she noted the agency employees had used the initial version of the pilot program. Roberts indicated that the next phase of the program will be approximately 1,200 taxpayers who are federal and state employees.
The pilot program will now expand to 12 states. Federal and state employees who volunteer may use the program if they are from Arizona, California, Florida, Massachusetts, Nevada, New Hampshire, New York, South Dakota, Tennessee, Texas, Washington or Wyoming. Most of the states were selected because they do not require a state income tax return.
IRS Commissioner Daniel Werfel indicated the pilot program will continue to expand to larger groups of taxpayers. He hopes that there will be several hundred thousand taxpayers who use the Direct-File program this year.
Commentators have noted the IRS is being very cautious with this new program. The program is limited to individuals with W-2 income and those who may benefit from the child tax credit (CTC) or the earned income tax credit (EITC). This is a very limited group and the IRS is intentionally being quite careful.
IRS representative Roberts indicated she has a plan to test the success of the Direct-File program. She stated, "We will be looking holistically at all of that and what the story is that it tells so the IRS and Treasury can make a decision about it."
The IRS is tracking the number of taxpayers who start the Direct-File program but then do not complete their tax return. There also will be some taxpayers who want to use Direct-File but are not able because of the limitations of the program.
Editor's Note: There are advocates for and against Direct-File in Congress. There also are eight Free File companies that oppose the Direct-File program. Given the potential opposition, it is understandable the IRS is moving slowly and carefully.
Published February 9, 2024
Previous Articles
Top IRS Tips for Smooth Tax Filing
IRS Offers Direct File Pilot Program
