Office of Gift Planning
M—F, 8:30 a.m.—5 p.m. PST
Lone Mountain Rossi,
San Francisco, CA 94117-1080
"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.
When Jasmine began applying to college she knew what she was searching for –– a strong liberal arts education. As she heard back from other schools, three universities offered her full–tuition scholarships, but she knew none of these offered the experience she was seeking.
As Jasmine learned more about USF, she was impressed with the intimate setting and strong focus on a classic liberal arts education. She submitted her application dreaming she would call USF home for the next four years.
Jasmine knew she would need to depend on financial aid to attend college. "When I received a generous scholarship package, I was delighted. USF was exactly the type of environment I was searching for."
Today, Jasmine resides in San Francisco and is chief executive officer at Fox & Swan, an educational media company that inspires girls to achieve their dreams.
She credits USF with preparing her for life, "my education has had a profound impact on my personal and professional development and I am extremely grateful for my experience at USF."
Philanthropy has always been a priority for Jasmine. At USF, she serves on the board for Women in Leadership & Philanthropy and in 2014 she designated USF as a charitable beneficiary of her IRA. Her gift will establish a scholarship for low–income students.
"I wanted to provide bright students with financial need, the opportunity to engage in the kind of learning USF provides. Something that is increasingly rare in the world of higher education."
One of the easiest ways to support USF is to name the university as a beneficiary of your IRA or other qualified retirement plan. You can leave a portion or percentage of your plan to USF free of estate and income taxes.
"These types of gifts do not impinge on your resources in the years in which you are focused on raising your kids or building your career. It's a great way to make a significant contribution to USF and begin to think deeply about the kind of legacy you want to leave during your lifetime."
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.