Goals & benefits

Increase Font Size Decrease Font Size Print Page Contact University of San Francisco

Goals & benefits

There are many ways to make a gift to University of San Francisco. Take a look at some of the options designed to help you to achieve different goals, and feel free to contact us with questions.

Your Goal

Your Strategy

Your Benefits

Make an important impact to University of San Francisco that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind.

Include a gift from your will or trust (cash, specific property, or a share of the estate).

A great way to provide resources that help University of San Francisco maintain our traditions.

Avoid capital gains liability and take an income tax deduction.

Use appreciated property instead of cash to make your gift.

Buy low and give high — while avoiding capital gains tax.

Leave more of your estate to your heirs.

Name University of San Francisco as beneficiary of your retirement plan, and leave less-taxed assets to family.

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.

Continue to receive benefits back from the assets you give to University of San Francisco — and thus multiply your gift.

Create a life-income plan like a charitable gift annuity, charitable remainder annuity trust or charitable remainder unitrust.

Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.

Reduce high tax liability now; gain additional income later.

Establish a deferred gift annuity.

Receive a larger deduction and a higher income rate than an immediate payment annuity.

Reduce gift and estate taxes and leave more of your assets to your heirs.

Create a charitable lead trust to pay income to University of San Francisco for a fixed time, then pay the remainder to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.

Tap into one of your most valuable assets to make a gift to University of San Francisco.

Use real estate to make your gift to University of San Francisco.

Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle.


Use our interactive Plan-a-Gift™ to determine what type of planned gift might best suit your goals, assets and age.



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

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