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]

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Monday September 25, 2023

Washington News

Natural Disaster Tax Deadline October 16

In IR-2023-174, the Internal Revenue Service (IRS) reminded taxpayers in California, Alabama and Georgia that their tax returns and certain tax payments for 2022 are due on Monday, October 16, 2023.

Many taxpayers in these states experienced natural disasters and the Federal Emergency Management Agency (FEMA) declared certain counties qualified as federal disaster areas.

Alabama — Storms, winds and tornadoes on January 12, 2023 caused counties Autauga, Barbour, Chambers, Conecuh, Coosa, Dallas, Elmore, Greene, Hale, Mobile, Morgan, Sumter and Tallapoosa to be declared disaster zones.
Georgia — The January 12 storm also led to disaster designations for Butts, Crisp, Henry, Jasper, Meriwether, Newton, Pike, Spalding and Troup counties.
California — Three disasters that included exceptional drought, fire and flooding led to FEMA designations for 55 of 58 California counties. The only exceptions are Lassen, Modoc and Shasta counties.

There are multiple benefits for taxpayers with the natural disaster tax deferrals. The benefits include 2022 individual income tax returns and payments may be delayed. Another benefit is the opportunity to make a 2022 contribution to an IRA or a health savings account (HSA) prior to October 16. There are delays permitted for quarterly estimated tax payments. Partnerships and corporations may also qualify for a delay of their tax returns and some excise tax returns.

The IRS reminded taxpayers in Florida, Georgia and South Carolina they may also qualify for extensions due to Hurricane Idalia. These taxpayers have until February 15, 2024 to file. This delay is only for filing and not for tax payments. The fire in Lahaina, Maui also led to a FEMA designation of Maui and Hawaii counties. Similarly, taxpayers in these two counties must pay on time, but may delay filing until February 15, 2024.

The IRS connects the address of record for taxpayers with FEMA designations and automatically provide filing and penalty relief. You do not need to contact the IRS. If you are in one of the designated areas and receive a late filing or penalty notice, you should call the number on the notice to have the penalty removed.

Some taxpayers live outside the designated disaster areas but may also qualify. This group includes workers for a recognized government or nonprofit organization who are assisting with relief activities in the disaster area. There is additional information on disaster recovery at DisasterAssistance.gov.

Published September 22, 2023

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