Secure Your Financial Future by Preparing a Will

Secure Your Financial Future by Preparing a Will

Creating a will or trust helps you care for family and friends; sort out investments, real estate, and other property; and reduce expenses for heirs. Your plan affirms not only how your estate will be distributed, but also the kind of legacy you leave for others.

USF is offering a new tool to help you create a customized will. We've partnered with FreeWill, a quick, easy, and free online tool you can use to prepare a will in less than 30 minutes.

It takes less than 30 minutes to complete, and it’s completely free.

And if you already have a will, you can use FreeWill to update your current plan. You can also use the tool simply to document your wishes as you complete your plan with an attorney.

Discover The Benefits of Planning Ahead

  • Choose how your assets will be distributed
  • Achieve greater peace of mind knowing that you’ve articulated clear instructions to benefit your family and the causes and institutions most important to you
  • Appoint an executor or personal representative to carry out your written instructions
  • Modify your plan at any time as your resources, needs, and responsibilities change
  • Reduce or eliminate taxes through careful planning of a charitable bequest or similar devise

Create A Free Will

  1. To get started, use this free tool. You can create a legal will online, or document your wishes and find an attorney near you.
  2. Specify within your will the amount or percentage of your estate you’d like to leave (if any) to USF and other causes you care deeply about.
  3. Rest assured knowing you’ll be making positive change for generations to come.

Additional Information

If you’d prefer to go straight to an attorney to draft your will and you wish to make a bequest to USF, we suggest the following language:

I give the (remainder, dollar, or percentage) of my estate to the University of San Francisco, a California nonprofit corporation, 2130 Fulton Street, San Francisco, California 94117, to further the objectives and purposes of the university (or specify the school or program at USF). Tax ID #: 94-1156628.

Consult With Us Today

If you have any questions, please contact the Office of Gift Planning at (415) 422-4163 or email.

Disclaimer

USF makes no representation, warranty, or guarantee regarding the reliability, quality, security, suitability, or availability of the services requested through the use of our third party referral sites.

Your use of this referral service is at your own risk. USF is not liable for any harm resulting from the conduct of any third party service provider or other user of the referral service, including illegal conduct. USF is not responsible for the use of any personal information you disclose on this site, including use by unauthorized users and/or hackers.

USF expressly disclaims any liability arising from unauthorized use of your account. If you suspect an unauthorized person is using your account (or any other breach of security) you agree to notify USF’s office of gift planning immediately.


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