top of page

Together We GIVE So They Can SUCCEED

​

SHS graduates need the generosity and involvement of people like you, and every contribution to the Lima Shawnee Scholarship Fund provides greater opportunity to SHS graduates. To transfer securities, click on the button above.

 

To donate by check, simply make your check payable to the LIMA SHAWNEE SCHOLARSHIP FUND and mail to:

Lima Shawnee Scholarship Fund

7000 Temperance Point St.

Westerville, OH 43082​

​​​If you would like your donation to go to a specific scholarship,

simply reference it in the memo line of your check, or you may also USE THIS FORM.

​​

​

​

 

​

 

OTHER WAYS YOU CAN SUPPORT THE SCHOLARSHIP FUND

 

BY DONATING APPRECIATED STOCK

Giving appreciated stock is usually better than giving cash. Benefits of gifting shares directly to the Lima Shawnee Scholarship Fund include:

  • A stock donation will generally create a charitable income tax deduction for the full market value of the shares on the day you transfer them, no matter how much you originally paid.

  • You will not owe capital gains tax on any appreciation for shares you donate.

​​​

BY NAMING THE LIMA SHAWNEE SCHOLARSHIP FUND AS A BENEFICIARY

  • Naming the Lima Shawnee Scholarship Fund as a beneficiary in your will or living trust helps secure future scholarships to Shawnee graduates.

  • Designating your support allows you to retain control of your assets in your lifetime and be comfortable knowing that at your passing your legacy gift will support future scholarships to Lima Shawnee High School graduates.

​​

BY MAKING A CHARITABLE CONTRIBUTION DIRECTLY FROM YOUR IRA

  • If you are 70 1/2, you can contribute up to $100,000 annually from your traditional IRA. The contribution must be directly to the Lima Shawnee Scholarship Fund. This would allow you to use the enhanced standard deduction or itemize your deductions, and still receive a substantial tax benefit. If over 72, your donation counts toward your required mandatory distribution but is not treated as taxable income for you.

​​

These are just a few of the many ways you can use non-cash assets to help the Lima Shawnee Scholarship Fund succeed. For assistance with making your gift, contact Mr. Phil Trueblood at: phillipg@truebloodwealthmanagement.com

​​

However you choose to contribute, please email info@LimaShawneeScholarshipFund.org with your intentions so your contribution can be appropriately acknowledged. All donors who give $100 or more will also be recognized on the HONOR ROLL page unless you request your name be withheld.

​​

IMPORTANT:

The information in this newsletter is not intended as legal or tax advice. Please consult your legal and/or tax advisors. Individual state law may impact your decision.

​

​

​​​​​

bottom of page