Gift Planning

Gift Planning resources

Learn About Wills and Bequests

What are the benefits of making a bequest?

  1. Support the University of Saint Joseph, an institution you believe in
  2. Create a lasting legacy
  3. Make the University your philanthropic priority
  4. Receive potential tax savings

How can I learn more?


How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or University of Saint Joseph as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


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