Planned Giving

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Planned gifts have an enormous and lasting impact on the University of St. Francis, creating a legacy for USF students that lasts for generations.

Planned gifts also form part of an overall financial plan that can provide you, the donor, with significant benefits. For example, planned gifts can help you maintain control of your assets during your lifetime, take advantage of a number of tax benefits, leave a legacy at USF, and possibly even provide income to yourself or others during your or their lifetime. Unlike cash gifts, planned gifts typically come from assets in your estate, rather than disposable income.

 

Common Types of Planned Gifts

  • Estate Planning/Will-Bequest
  • Charitable Gift Annuity (CGA)
  • Appreciated Assets (Securities, Stock, etc.)
  • Retirement Assets
  • Charitable Remainder Trust (CLT)
  • Charitable Lead Trust (CLT)
  • Life Estate Reserved (Gift of Remainder)
  • Bargain Sale
  • Real Estate
  • Personal Property
  • Life Insurance

 

View important year-end tax information.

Through thoughtful planning, we can assist you in your personal charitable aspirations that garner favorable financial effects for all parties involved. If you are interested in considering a gift planning option, please do not hesitate to contact Regina Block at 815-740-5065 or rblock@stfrancis.edu.