Aceh Fellow and colleagues from Tsunami Museum inspect plantings
BEQUESTS AND PLANNED GIFTS
If you believe in what Shansi does, and share our commitment to making opportunities for immersive cultural and educational exchanges available to future generations of Oberlin students and Shansi partners, please consider including Shansi in your estate and tax planning.
Your bequest or planned gift will help expand Shansi’s endowment and generate income that enables us to implement and expand our programs. This can mean more Shansi Fellowships, In-Asia Grants, Visiting Scholar awards, and other opportunities for Oberlin students and our Asian partners.
HOW CAN I HELP?
Gifts can be directed to support current programs, or to Oberlin Shansi’s endowment. Gifts of unrestricted funds help us respond to changing future conditions while operating within Shansi’s mission. If you would like to designate your gift for a specific purpose, or for a specific endowed fund, such as the Fellows Fund, the Carlson Fund, the Leonard Fund, or the Jacobson/Cocco Fund, please contact us to discuss the official language needed to ensure that your wishes are met.
There are quite a few ways you can support Shansi in your estate and tax planning
Providing a bequest in your will or trust.
Naming Shansi as a beneficiary on a retirement plan, life insurance policy, or bank or investment account; or
Establishing a charitable lead or remainder trust with Oberlin Shansi as beneficiary.
There are many ways to make a gift that might be right for your personal financial situation. We recommend that you consult with a professional advisor when planning an estate gift.
If you have questions, please contact Gavin Tritt, Executive Director of Oberlin Shansi, at email@example.com or (440) 775-8605.
And if you are moving ahead, please complete the Oberlin Shansi Declaration of Testamentary Intent and send it to the Shansi Office. It will help us to more effectively plan for our future. All information will be held in strictest confidence and is non-binding.