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.

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A Gift to Mount Saint Mary's University

A practical way to make a planned gift to Mount Saint Mary's University is to include the Mount in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include the University in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, MSMU will have an opportunity to recognize your generous support in your lifetime.

Information provided to signify your bequest intention to Mount Saint Mary's University will remain completely confidential unless you authorize MSMU to publicize your gift. the Mount understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.

 

PLANNED GIVING DECLARATION FORM

I/ we hereby inform Mount Saint Mary's University, Los Angeles that I/we have made provisions in my/our estate plans.

________________________________________________
Name

________________________________________________
Birthday

________________________________________________
Spouse Name

________________________________________________
Birthday

 

The fulfillment of this commitment will be made possible through the following:

Bequest in will % of Estate:______________________________

Living Trust Name/Date of Trust______________________________

Life Insurance Policy Policy Company Name______________________________

IRA or Retirement Plan Plan Name______________________________

The current value of my commitment is approximately $__________________.

When this gift is received by Mount Saint Mary's University, it is my/our wish that these funds be used for the following purposes:

The Greatest Need of the University

Other____________________________________________________________

If it is impossible or impractical to use the gift for the purpose(s) described above, the Mount Saint Mary's University Executive Committee of the Board of Trustees, in their discretion, may decide how to distribute the contribution to support the University.

 

For recognition purposes, please list my/our name(s) as follows:

________________________________________________________________________________________________________________________

I wish my/our gift to be anonymous

Attorney, financial planner and/or executor's name and contact information:

________________________________________________________________________________________________________________________

It is understood that Mount Saint Mary's University is a California non-profit corporation. Tax ID 95-1641455. It is understood that the foregoing information is correct as of the date below. I/we understand this commitment can be modified by me/us at any time.

________________________________________________
Signature

________________________________________________
Date

________________________________________________
Signature

________________________________________________
Date

I have attached documentation from my will, retirement plan, life insurance policy, or trust.

If your gift is for a percentage of your estate, rather than a fixed amount, MSMU will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.

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