How Will You Leave Your Legacy?

There are multiple ways to leave your legacy

A legacy gift enables you to support Mount Saint Mary's University, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.

By including Mount Saint Mary's University in your will or trust, naming the Mount as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support Mount Saint Mary's University for years to come. Your gift will have a real, lasting impact.

Let us help you make the gift that's right for you. Request a confidential, no-obligation conversation to get started.

MSMU logo

In 1992, Mount Saint Mary's University established the Heritage Society to show appreciation for our growing number of friends who have chosen to support Mount Saint Mary's University through a very special and important form of financial support. This organization is dedicated to recognizing and honoring those alumnae/i, friends, faculty and staff who have decided to continue the legacy of support with which MSMU was built.

An Invitation to Join the Heritage Society

Once you complete your estate plans, please fill out our member profile form to let us know. We would like to thank you for your generosity by including you in the Heritage Society.

Join Now Document Your Gift

How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

Create your Legacy Using Freewill

Gifts From Your Will
General Bequest


Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Beneficiary Gifts
Retirement Accounts


Naming Mount Saint Mary's University as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts of Stock
Appreciated Stock


When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Charitable IRA Rollover
Charitable IRA Rollover


If you're 70 ½ or older, you can make a gift directly from your IRA to MSMU . While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Donor Advised Funds
Beneficiary Designation and Grants


Designate MSMU as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.

Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies


Name Mount Saint Mary's University as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Mount Saint Mary's University as the owner and beneficiary.

Contact Us

Use the Form Below to Get In Touch with One of Our Planned Giving Officers.

Let us know how we can help you include Mount Saint Mary's University in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish.

Contact a Gift Officer

Maria Solano, CSPG

Maria Solano, CSPG
Gift Planning Officer

msolano@msmu.edu
213-477-2536