Contact Us

The Office of Gift and Estate Planning
Phone: (850) 644-0753
Fax: (850) 644-6211
Email: giftplanning@foundation.fsu.edu
325 W. College Avenue
Tallahassee, FL 32301-1403


Dion GuestDion Guest
Senior Director

Dion Guest is the Senior Director of Gift Planning at the Florida State University Foundation. Dion’s experience in fundraising is extensive with an 11-year stint in the Gift and Estate Planning office at the University of Kentucky, and most recently, four years as Executive Director and House Counsel for the Baptist Healthcare Foundation. Dion earned a B.B.A in Management and a J.D., both from the University of Kentucky. Before his career in development, Dion served as a United States Marine and served in Operation Desert Shield and Operation Desert Storm.

Phone: (850) 644-8253
Email: dguest@foundation.fsu.edu


Ashley LainhartAshley Lainhart
Senior Development Officer, Gift & Estate Planning

Ashley Lainhart was born and raised in Lynn Haven, FL and graduated from Florida State University in Tallahassee, FL in 2003. Her background consists of more than 13 years in regional retail banking developing, deepening and maintaining relationships with her clients. Her life insurance & fixed annuities license also brings the necessary knowledge to discuss charitable estate planning solutions. Ashley’s desire to foster long-term relationships, along with her conservative legacy-building approach, helps her to not only understand the ultimate goals of the donors with whom she works, but allows her to partner to strategically align gift and estate planning solutions based on the donor’s philanthropic, financial and estate planning objectives.

Phone: (850) 644-2142
Email alainhart@foundation.fsu.edu


 

A charitable bequest is one or two sentences in your will or living trust that leave to Florida 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 Florida State University, a nonprofit corporation currently located at Tallahassee, Florida, 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 the FSU 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 the FSU 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 the FSU 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 the FSU Foundation where you agree to make a gift to the FSU 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.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.