University Magazine Summer 2001 - Saint Mary's University of ...
University Magazine Summer 2001 - Saint Mary's University of ...
University Magazine Summer 2001 - Saint Mary's University of ...
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
L<br />
asallian<br />
LEGACY SOCIETY<br />
<strong>Saint</strong> Mary’s <strong>University</strong> <strong>of</strong> Minnesota<br />
Charitable Gift Planning Options<br />
Many <strong>Saint</strong> Mary’s alumni, parents, and friends have found planned<br />
gifts an effective way to support <strong>Saint</strong> Mary’s. Depending on the planned<br />
gift you choose, you may receive tax benefits and an income stream both<br />
for your life and that <strong>of</strong> a loved one. Benefactors <strong>of</strong> all ages and circumstances<br />
can consider one or more <strong>of</strong> these planned and deferred gifts.<br />
Will Provisions<br />
Life Income Gifts<br />
Charitable Remainder Trusts<br />
Life Insurance<br />
Revocable Living Trusts<br />
Gifts <strong>of</strong> Appreciated Assets<br />
Charitable Gift Annuities<br />
Charitable Lead Trusts<br />
Retirement Plans<br />
Getting Started<br />
Ensuring the Legacy <strong>of</strong><br />
Excellence in Education<br />
If you would like to explore how a charitable gift plan can be tailored<br />
to serve you best and to help <strong>Saint</strong> Mary’s in the future, please contact<br />
us. We’ll respond to you confidentially and listen to your goals and priorities.We<br />
can suggest arrangements that can benefit you and your family,<br />
and we will be happy to prepare a written proposal for you and your<br />
pr<strong>of</strong>essional advisor to discuss. Please feel free to call or write:<br />
Director <strong>of</strong> Gift Planning<br />
<strong>Saint</strong> Mary’s <strong>University</strong> <strong>of</strong> Minnesota<br />
700 Terrace Heights #21<br />
Winona, MN 55987<br />
Tel: 507-457-1785<br />
Toll Free: 1-800-635-5987, Ext. 1785<br />
FAX: 507-457-6697<br />
Please send me information about planning a gift to <strong>Saint</strong> Mary’s <strong>University</strong>.<br />
❏ Please send free information on wills and codicils.<br />
❏ Please send information about making other gift plans for <strong>Saint</strong> Mary’s <strong>University</strong> <strong>of</strong> Minnesota.<br />
❏ I (we) have already included <strong>Saint</strong> Mary’s <strong>University</strong> in our estate plans in the following way:<br />
❏ Please send me “Today ...And Tomorrow,” <strong>Saint</strong> Mary’s estate planning publication.<br />
❏ Please send information about the Lasallian Legacy Society.<br />
❏ Please contact me by phone. The best time to reach me is ______________________<br />
Name<br />
Address<br />
City State Zip<br />
Phone (day)<br />
(Evening)<br />
Mail completed form in envelope or write to:<br />
Director <strong>of</strong> Gift Planning • <strong>Saint</strong> Mary’s <strong>University</strong> <strong>of</strong> Minnesota • 700 Terrace Heights #21 • Winona, MN 55987-1399
Change language