Heritage Society | Reformed Theological Seminary

About the Heritage Society

The Heritage Society honors those persons who recognize RTS in their estate plans. Most often, estate gifts help grow the RTS endowment and fund current operations including student scholarships, faculty, and facilities. There are no minimum required gift amounts to join, and membership comes by naming RTS as a beneficiary in your will, defined retirement plan, trust, or life insurance policy. By joining and allowing us to list your name, you are inspiring others to do likewise.

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Our development staff at RTS have professional, confidential expertise to answer questions about various planned giving opportunities. We’ve made sure that we are equipped to help and offer guidance as our supporters consider their options, from naming RTS in their wills, to help with charitable gift annuities, gifts of real estate and gifts from retirement plans. For help with questions or to learn more, click the button below to contact Cheryl McCullouch, Development Operations Coordinator. There are additional resources here on the RTS development website at rts.plannedgiving.org.

Contact Cheryl McCullouch

Tell Us About Your Gift

If you do not receive an automated email confirming receipt of your submission in your inbox or junk mail within 24 hours, please try again or reach out to Cheryl Mccullouch at cmccullouch@rts.edu.

Personal Information
Your Name*
Prefix First Middle Last Suffix
Your Spouse's Name
Prefix First Middle Last Suffix
Home Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Personal Phone
Email*
Date of Birth
Month
Day
Year
Spouse's Date of Birth
Month
Day
Year
Information About My Gift
My Gift Takes the Form of:
- Outright Bequest in Will
- Trust to be Funded Via Estate
Outright Bequest in Will
- A percentage of residuary estate ( %)
- Specific dollar amount
- Specific property
Please describe the specific property
Trust to be Funded Via Estate
- Charitable Remainder Trust
- Charitable Lead Trust
- Charitable Gift Annuity
- Revocable Living Trust
- As a beneficiary of a life insurance policy
- As an IRA/tax deferred retirement plan
- Other
If other, please explain:
Please describe this estate:
Estimated Current Amount
Use of My Gift
You May Designate My Gift to:
- Reformed Theological Seminary
- RTS Foundation
I Would Like My Gift to be:
- Unrestricted (to be used where needed most)
- Restricted (Subject to Board approval and the 3/4 rule of the Board*)
Restrict My Gift for:
- Faculty
- Scholarships
- Other
If other, please describe:
Agreement
Signature
Date
MM slash DD slash YYYY
Would you be willing to be listed as a member of the Heritage Society so that others may be encouraged to think about the possibility of making similar gifts to RTS in their estate?
- Yes, I be willing to be listed as a member.
- No, I prefer that my planned gift to RTS be anonymous
Review of existing plans
If you would like to be certain that your estate plans are current with tax laws and take advantage of current planning techniques, RTS can assist you by connecting you with an expert who can review your estate plans and provide a second opinion. You can be assured that you have been an effective steward over the assets that God has entrusted to you. There is no obligation for this valuable, confidential service.
- Please contact me
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5422 Clinton Boulevard | Jackson, MS 39209

601.923.1653 | cmccullouch@rts.edu

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About the Heritage Society

Tell Us About Your Gift

Personal Information

Information About My Gift

Use of My Gift

Agreement

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