At that time in the future when your legacy gift is given to Shumla, it will go into the Shumla Legacy Endowment Fund. This is our endowment fund created for the long-term sustainability of our operations and programming in pursuit of our mission. Shumla will invest the gift and allow it to grow. Shumla will utilize the annual investment income of the endowment fund toward our operations and programming.

To name Shumla in your will, add language to your updated and witnessed legal will document such as:

“I give to The Shumla School, Inc., dba Shumla Archaeological Research & Education Center, a 501(c)3 organization EIN: 74-2869788, located at PO Box 627, Comstock, TX 78837, the following: (State the amount and type of asset, or percentage of your estate) for the achievement of its preservation mission, as determined by its Board of Directors through the Shumla Legacy Endowment Fund.”

To designate Shumla as a beneficiary of your retirement plan, life insurance policy, bank or other accounts, simply contact your plan administrator for a change-of-beneficiary form. Name Shumla as full or partial beneficiary, sign, date and return the form to your provider. In many cases, you can log onto the plan website and update your designations quickly and easily online.

The information on this webpage is not intended as legal, financial, or tax advice. Please consult an attorney, financial advisor, and/or tax advisor in your financial planning.

Most definitely! We are happy to work with you to find the best legacy gift option and walk you through the process. Contact us by email at legacy@shumla.org, or complete and submit this online request.

The information on this webpage is not intended as legal, financial, or tax advice. Please consult an attorney, financial advisor, and/or tax advisor in your financial planning.

Gifts of appreciated securities can be very beneficial — both to you and to Shumla. You may receive an income-tax deduction equal to the fair market value of the securities, as well as reduce or eliminate capital gains taxes. Please notify Shumla of your securities gift at legacy@shumla.org and be sure to include the name of the stock and the number of shares you are transferring.
Your gift may be electronically transferred to Shumla as follows:
Raymond James & Associates
DTC# 0725
Account Number: 671N8799

The information on this webpage is not intended as legal, financial, or tax advice. Please consult an attorney, financial advisor, and/or tax advisor in your financial planning.

The Shumla Legacy Society honors extraordinary people who support a strong financial future for Shumla through bequests and other planned gifts. Membership is open to all individuals who have made a legacy gift to Shumla, regardless of the type or amount. Members receive unique privileges and benefits, including:

• Personalized communication with our Executive Director and Board Members,
• Acknowledgement in Shumla publications and/or on our website, with your permission,
• Periodic reports just for you on the work your support makes possible and the growth of the Shumla Legacy Endowment Fund,
• Invitations to special events and webinars.

Membership is not legally binding or obligatory in any way.

The information on this webpage is not intended as legal, financial, or tax advice. Please consult an attorney, financial advisor, and/or tax advisor in your financial planning.