樱桃涩福利姬

Plan Your Gift

Planned giving allows you to make a charitable gift in a way that provides maximum benefit to the charity and to the donor. These gifts usually involve major assets and require thoughtful consideration. They can take many forms, including:

• Bequests
• Retirement plan assets
• Life insurance
• Life income gifts, such as gift annuities and charitable trusts

While making a well-planned gift to 樱桃涩福利姬 can be challenging and somewhat time-consuming, it also can be one of life’s most satisfying experiences. Here are four steps to guide you through making a fulfilling planned gift:

Ponder

• What you would like to accomplish with your gift?
• Your assets, especially appreciated assets.
• Your family and other obligations.
• If you need lifetime income from your gift.

Learn More

• Gather information and advice.
• Contact the Planned Giving Office at the Mount or other charitable organization.
• Share your goals and objectives.
• Seek the counsel of a trusted financial advisor.

Act

• Be sure you’ve considered this carefully and gathered appropriate information
• Take that big step…make your planned gift!
• The act of giving a well-planned gift can be exhilarating!

Notify the University

• Share the good news! Let the Mount know about your planned gift.
• Allow us to thank you for your generosity.
• Help the University plan for the future.
• Inspire others with your example.

Contact Information

E-mail Sydney Prochazka, Sydney.Prochazka@msj.edu, Vice President for Institutional Advancement, or call 513-244-4611. She can help you create a charitable gift plan that will fulfill your financial and philanthropic goals.