Bequests

Bequests to Immaculata University are the most common form of Gift Planning.  Bequests may be tailored to leave a general gift to the Immaculata Fund or may be specifically limited to other areas.

Outright Bequest
The specified property passes directly to the Immaculata University upon death and is directed to your designated purpose.  Outright bequests may be in dollar amount, percentage of your estate or its residue.

Residuary Bequest
After all specified payments are made to other beneficiaries, the University will receive a percentage or all of the residue of the estate.

Contingent Bequest
A contingent bequest leaves the proceeds of your estate to the University in the event that your other beneficiaries should predecease you.

Deferred Bequest
Deferred Bequests are a way to provide income to a family member or loved one during his/her lifetime and to provide a gift to the University after his/her passing.

If you would like more information on how you can create a gift that is meaningful, please contact Sr. Rita O’Leary at 610-647-4400 ext. 3124.