Planned Giving

Estate planning enables donors to leave a legacy at USF and support future generations of students. Planned gifts also allow our alumni and friends to fulfill their financial and estate planning goals.

Planned Giving is an opportunity for charitable giving in circumstances that may not otherwise allow a donor to make a gift to the University of St. Francis (USF). How is this possible? By taking advantage of incentives the IRS provides in formulating a plan that delivers benefits to you the donor, your heirs in certain instances and USF. Planned giving offers great tax savings and can provide an income stream for life.

Common Types of Planned Gifts

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

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 the Advancement Office at (800) 822-8280. We would be happy to discuss with you the tools available to help plan for financial security and charitable giving. We can help in tailoring a plan that is right for you!