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A Simple Act with Far-Reaching Effects

A Simple Act with Far-Reaching Effects

Future Gifts to USF

A Simple Act with Far-Reaching Effects

You’ve worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, save on taxes, and support the University of San Francisco far into the future.

If you have an IRA, 401(k), 403(b), or other qualified retirement plan, chances are you completed a form to specify who would inherit those accounts. What many people don’t realize is that you can also name USF as a beneficiary on that form.

Simply complete a change-of-beneficiary form, which can typically be done online. And it costs you nothing. You can designate all or a portion of your retirement plan to support what matters most to you at USF.

When you’ve finished, please notify us so that we can properly thank you. It’s an easy way for you to make a gift to support students, faculty, and programs at USF.

DISCOVER THE BENEFITS

  • Only minutes to complete
  • You can modify it at anytime
  • It doesn’t affect your current or future income
  • You can pass on less-taxed assets to your loved ones

Meet Our Donors

Kevin Leong ’70, ’93 and his wife Cathy - Planned Giving

Dan Lawson, Ed.D ’73, ’10, adjunct professor and USF’s Senior Director for Public Safety

A Legacy Spanning Generations

“I’ve been able to provide one of my daughters with the opportunity to earn three USF degrees, and pursued my own dream of acquiring a doctorate in education. Our Jesuit experiences have helped shape who we are today and I’m grateful for the opportunity to give back.”

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Jasmine Stirling ’95

Jasmine Stirling ’95

Young Alumna’s Giving Comes Full Circle

“As a student, I was grateful to receive a scholarship. As an alumna, I’m honored to create one.”

Planning a bequest from her retirement plan provides Jasmine Stirling ’95, with a powerful yet flexible way of creating a scholarship to support future generations of students pursuing a high–quality Jesuit education at the University of San Francisco.

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Kevin Leong ’70, ’93 and his wife Cathy - Planned Giving

Kevin Leong ’70, ’93 and his wife Cathy

A Gift Grounded in Gratitude

For Kevin Leong ’70, ’93 and his wife Cathy, Kevin’s retirement account offered an easy flexible way to make a future gift to USF while planning for his family’s financial security.

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Case Study - Make a Future Gift

If you are planning a bequest for USF, naming the university as a beneficiary of your retirement plan is a great way to avoid a hidden tax liability. You can then earmark other assets not subject to income tax to pass to your heirs from your will or living trust.

Case Study

Dan received a full scholarship to attend USF in the late 1980s, and now intends to “pay the debt forward” with a bequest of $100,000. Dan completes a beneficiary designation form for his 401(k) plan that leaves funds remaining in his retirement account to USF at his passing. The provision is simple to create and easy to modify. Fulfilling his legacy gift this way allows Dan to reduce the income tax liability on his retirement account and reserve his tax-free assets to pass to his family under the terms of his revocable living trust. By comparison, leaving retirement funds to his nephew would substantially erode the value of his nephew’s inheritance. 


The material presented on this Planned Giving website is not offered as legal or tax advice.
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The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2018 PlannedGiving.com

We provide this information to illustrate the potential financial benefits of supporting USF. These illustrations should not be viewed as legal, accounting or other professional advice. We encourage our alumni and friends to consult with their own legal and tax advisors before completing a gift.

Office of Gift Planning

M—F, 8:30 a.m.—5 p.m. PST

415-422-​4163 giftplanning.usfca.edu 2130 Fulton Street
Lone Mountain Rossi,
3rd Floor
San Francisco, CA 94117-1080