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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
If you are working with a professional advisor, or advising a donor, here's a practical guide for including Mount Saint Mary's University in a charitable estate plan.