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Planned Giving

Planned Gift Creates Scholarships for Golfers

Marjorie and Kenneth Jameson

Marjorie and Kenneth Jameson made a gift to Missouri Western in their estate plan. The gift will provide scholarships to students on the University's golf team.

There's one thing that everyone who knew Kenneth Jameson could say about him with certainty — the man loved golf. Even before he retired from Hillyard as traffic manager after 27 years of service, he was a regular fixture at St. Joseph's Fairview Golf Course.

Because of his love of the sport, it should come as no surprise to his friends that the MWSU Foundation received a gift from Kenneth and his wife's estate that will benefit members of the University golf team.

With a gift of more than $330,000, the Kenneth R. Jameson and Marjorie C. Jameson Scholarship Fund was established to award scholarships for needy students, with first consideration to members of Missouri Western's golf team. Marjorie passed away several years ago and Kenneth passed away in 2017.

"They wanted to do something to give back to the community and help kids in college," says Clark Tally, longtime friend of the Jamesons.

Marjorie and Kenneth, both St. Joseph natives, met Clark and his family when they became neighbors in the early 1990s. Since Kenneth and his wife had no children and the Tallys had no extended family in St. Joseph, Clark, his wife Susan, and their two daughters "adopted" the Jamesons as family, celebrating holidays with them and spending a lot of time together.

"I thought of him as a father and he thought of me as a son," Clark says.

The Jamesons had no real connection to Missouri Western, except perhaps for friends Mike and Cathy Habermehl, who coached men's and women's golf teams at Missouri Western for several years. Kenneth met Mike in 1985, when Mike became the golf pro at Fairview, and they remained friends until Kenneth passed away. When Kenneth was no longer able to golf, he still visited Fairview every weekday morning to play cards.

"This will help Missouri Western's golf team a lot," Mike says. "I am so pleased."

Both Mike and Clark say the Jamesons were two of the kindest people you could ever know. "Honest," "friendly" and "sweet" were descriptors they used.

"No one would not consider him a friend," Mike says of Kenneth.

"Of all the good things you can say about somebody, you could say it about them," Clark says.

Spread goodness at Missouri Western with a gift for the future like the one the Jamesons made. Get started by contacting Kim Weddle at 816-271-5648 or weddle@missouriwestern.edu.

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A charitable bequest is one or two sentences in your will or living trust that leave to Missouri Western 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 Missouri Western State University, a nonprofit corporation currently located at 4525 Downs Drive, Saint Joseph, Missouri 64507, 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 Missouri Western State University 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 Missouri Western State University 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 Missouri Western State University 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 Missouri Western State University Foundation where you agree to make a gift to Missouri Western State University 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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