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BE A USF GUARDIAN ANGEL
WITH A CHARITABLE ESTATE GIFT

  • Touch the lives of others while creating a lasting legacy
  • Find peace of mind through a wide variety of tax benefits
  • Help the University of Saint Francis achieve its goals for current and future generations

The University of Saint Francis faithfully relies on the financial support of passionate people like you in order to serve our divine call of equipping the best and the brightest minds with the tools they need to bring God's light into a suffering world.

We want to thank you for the opportunity to serve and invite you to partner with us by remembering the University of Saint Francis in your estate planning and joining us as a member of our Seraph Society. Membership benefits include:

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IRA Charitable Rollover

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older, an IRA charitable rollover is a way you can help continue our work and benefit this year.

Flowchart: Donor directs IRA custodian to make an IRA charitable rollover gift to USF.

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $105,000 from your IRA to our organization
  • Satisfy your required minimum distribution (RMD) for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help further the work and mission of our organization

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to us.
  2. Your IRA funds will be directly transferred to our organization to help continue our important work.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

Contact us

If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.

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