Gift Planning

Gift Planning resources

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A Bequest to Further Our Mission

A Bequest to Further Our Mission
Nancy and David were loyal donors since Nancy and her mother both attended the University of Saint Joseph. Over the years, they had seen the University grow in stature and continue to provide an outstanding education. They wanted to create a legacy and support the mission of the University.

David: The work of USJ was important to us. We regularly made cash gifts but wanted to do more. We received their newsletter and read that we could make a gift from our estate and become members of the Golden Dome Society.

Nancy: We met with our lawyer to revise our wills, and we each included a provision for a bequest to charity. Our lawyer put language in the will that allows a percentage of our estate to be donated to the University of Saint Joseph. This was easy to arrange and permits us to still use our assets during our lives if we need them.

David: We shared our decision with the Office of Institutional Advancement and have since been invited to special events for Golden Dome members. We will continue to make gifts during our lives, but it feels good to know that our bequest is an investment in the future of USJ.

Is a bequest right for you?


We have resources that will help you learn more about bequests. Click here to review sample bequest language. You will see how easy it is to include a bequest in your will or trust.

You might find it helpful to print this page and the bequest language. Please feel free to give this information to your attorney. If he or she has any questions, please contact us.

*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view a color example of your benefits.


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