Gifts From Your Will or Trust: The Details

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Gifts From Your Will or Trust: The Details

Is this gift right for you?

A gift from your will or trust is for you if:

  • you want to help ensure University of San Francisco’s future viability and strength.
  • long-term planning is more important to you than an immediate income tax deduction.
  • you want the flexibility of a gift commitment that doesn't affect your current cash flow.

Your bequest to support our mission should be planned thoughtfully. Many good planning techniques are available, and you should choose the type of bequest that best suits your personal objectives.

For example, your bequest can be a stated dollar amount, or you can bequeath specific property to University of San Francisco. Some of our friends prefer to bequeath a certain percentage of the remainder of their estate — the amount that remains after paying all debts, costs, and other prior legacies. (You can visit our Sample Gift Language to get you started.)

Whichever form you prefer, you can direct that your bequest be used for our greatest needs or for a specific purpose you designate. Whatever your objectives, we will be happy to work with you in planning a bequest that will be satisfying, economical, and effective in carrying out your wishes in our important mission.

Next: Will Your Gift Be Restricted?

Please contact us so that we can assist you through every step of the process.

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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