Gift Planning
Gift Planning at Immaculata is based on the premise that we can be of service to donors who are seeking other ways to support the university in addition to their gift to the annual fund. Our goal is to match your desire to give to this worthy cause with a way to give that is right for you. By recognizing that your charitable giving fits into your overall financial and estate planning, we seek to suggest some options based on your intentions, your age, and what you hope to accomplish with your gift. Whether your gift will be an immediate, outright gift, or is to be made over time is another consideration. Because the various means of gift-making can be complex, we suggest that we work with you and your financial advisor to create a purposeful gift that is tax-wise. Although this may not be your first consideration, to learn that you can increase your income and reduce your taxes becomes an attractive byproduct of the planning process.
If yours is simply a need to receive the wording for a will bequest, to
seek general information about giving options we can send the correct information
back to you very quickly.