Gift Planning Resources

Gift Planning Resources

The gift planning office is here to help you consider strategies to meet your financial needs while also making a lasting impact. Planning a gift may be as simple as completing a single-page form or it may involve a multi-step approach.

We hope these resources help you achieve your financial goals as you seek to provide for your loved ones and support the University of San Francisco.

For financial advisors, we understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans.

Please feel free to contact us directly for information or assistance on a confidential basis.

Planning A Future Gift


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