Donor Recognition

The Heritage Society

The Immaculata Heritage Society was formed in 1995 to recognize individuals who have included Immaculata in their wills or estate plans.

The Legacy Society

The Legacy Society was established in 2006 to recognize individuals who have established an endowed fund.

The 1920 Society

The 1920 Society was formed in 2004 to acknowledge the generosity of benefactors who have given gifts to the University totaling $50,000 and above.

Bequest Provisions

Unrestricted Bequest for a specific amount

“I give and bequeath to Immaculata University, Immaculata, PA, the sum of ________ dollars (or property described herein) for general purposes.”

Percentage of Estate

“I give and bequeath to Immaculata University, Immaculata, PA ________% of my estate, after payment of all debts, expenses and taxes for general purposes.”

Endowment Bequest

“I give and bequeath to Immaculata University, Immaculata, PA, the sum of ________ dollars (a minimum of $1,000 is recommended) for the general or the _____________(name the specific) endowment fund, the principal to be invested and the income to be used for this purpose.”

Restricted Bequest

“I give and bequeath to Immaculata University, Immaculata, PA the sum of __________dollars to be used for _____________________(please contact the President’s Office for specific needs which the University has at the time of the drafting of the will). If the President determines that these funds would be better used for general or other purposes, the amount may be used for such purposes.”

Residuary Bequest

“All the rest, residue and remainder of my property, both real and personal, including any and all proceeds of insurance upon my life made payable to my estate, I give and bequeath to Immaculata University, Immaculata, PA to be used for general and other purposes”.

Contingency Bequest

“In the event that the aforementioned heirs shall predecease me or be unable to or do not accept the bequests indicated, I give and bequeath the remainder of my estate to Immaculata University, Immaculata, PA to be used for general or other purposes.

Every contribution is important to Immaculata. The University values her alumnae/i and friends by wisely utilizing their gifts to make up the difference between tuition revenues and the actual cost of operating the University. Joining in the good work of Immaculata requires only a sincere effort to help as much as one is able.

The Immaculata Legacy Fund

In 2001, The Immaculata Legacy Fund was established at Immaculata with a gift of $1,000,000 from the Sisters, Servants of the Immaculate Heart of Mary, to preserve the spirit of service and the charisma of education which this teaching order has personified.

You may contribute to the Legacy Fund at any time through an outright or planned gift. The current giving levels for the Legacy Fund are as follows:

Named Endowment Funds

Chair $1,000,000
Scholarship or Program $ 250,000

General Endowment Funds*
General Scholarship Fund
Faculty Development Fund
General Lecture Fund

*A minimum gift of $1000 to a general endowment funds is requested.

Distinguished Gift Clubs to the Annual Fund

IHM Circle $100,000 and above

Immaculata Circle $50,000 - $99,999

Mother Loyola Circle $25,000 - $49,999

Sister Mary of Lourdes Circle $10,000 - $24,999

Sister Marie Antoine Circle $5,000 - $9,999

Sister Marian William Circle $2,500 - $4,999

Pacesetters Circle $1,000 - $2,499

Sister Marie Roseanne Bonfini Circle $500 - $999

President’s Circle $250 - $499

Amethyst Club $100 - $249

Contributor $1 - $99

For futher information, please contact:

Sister Rita O'Leary, IHM
Director of Planned Giving and Stewardship
610-647-4400, ext. 3124
ro'leary@immaculata.edu

Karen Matweychuk
Director of Annual Fund
610-647-4400, ext. 3127
kmatweychuk@immaculata.edu