Legacy Giving

Securing the Future

Leave a legacy gift to the University of Saint Francis in your will or trust and ensure that future generations of Saint Francis students will benefit from a quality, Christ-centered education. Legacy giving is a favored choice among our alumni and friends, allowing you to show your support without the need for an immediate donation.

Become a Seraph

As a special thank you for your generosity, legacy donors are invited to join the prestigious Seraph Society. 

Membership benefits include the following at no cost:

  • Seraph Society certificate and lapel Pin
  • Invitations to exclusive Saint Francis celebrations
  • VIP entry to Saint Francis sporting events
  • A variety of tax and income benefits, depending on the gift type

For more information on Legacy Gifts and Planned Giving, contact Justin Tockey, Director of Planned Giving, at jtockey@sf.edu or 260-399-8036.

Estate Planning Resources

Free Class: Everyone Needs an Estate Plan

As a center for education, the University of Saint Francis is dedicated to providing timely access to the knowledge and guidance needed to craft a meaningful estate plan. We proudly offer free estate planning education and counseling services to all students, staff and faculty, as well as to anyone who supports the mission of Saint Francis.

Join us for our free class, Everyone Needs an Estate Plan. This one-hour workshop covers important topics such as wills, trusts and power of attorney. You’ll have the chance to meet with a local estate attorney and enjoy a complimentary dinner catered by Saint Francis’ Creative Dining.

Classes are held on the third Thursdays in April, July and October at 5:30 p.m. in the Brookside ballroom.

To register, visit calendar.sf.edu or contact Justin Tockey, Director of Gift Planning, at jtockey@sf.edu or 260-399-8036. We look forward to seeing you there!

For more information on Legacy Gifts and Planned Giving, contact Justin Tockey, Director of Planned Giving, at jtockey@sf.edu or 260-399-8036.

About Bequests

An excellent way to support the University of Saint Francis is to leave a bequest in your will or living trust, or with a codicil. This allows you to continue to use your assets during your lifetime while creating a lasting legacy. A bequest is a meaningful way to contribute to the future of Saint Francis and ensure that your impact endures.

There are several ways you can make a bequest to University of Saint Francis:

  • Specific Bequest: A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount.
  • Percentage Bequest: Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity.
  • Residual Bequest: A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity.
  • Contingent Bequest: A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met.

A bequest is generally a revocable gift, which means it can be changed or modified at any time. Since you can choose to designate that a bequest be used for a general or specific purpose, you have peace of mind knowing your gift will be used as intended.

Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.

For more information on Legacy Gifts and Planned Giving, contact Justin Tockey, Director of Planned Giving, at jtockey@sf.edu or 260-399-8036.

Contact Us

Office of Institutional Advancement
Brookside

Phone: 260-399-8034
Email: advancement@sf.edu

Hours
Monday – Friday:
8:30 a.m. – 5 p.m.