Request Information

At Saint Leo University, we understand it takes time and effort to create an effective plan for the future. When it comes to planning your future, we would like to help you by creating illustrations that might best suit your philanthropic goals or financial planning needs. Our Planned Giving team can provide you with information about gift options, but there is no obligation and we will keep your request strictly confidential. For all major financial planning decisions, it is important to discuss with your attorney or financial advisor.

If you are interested in receiving a gift illustration catered to you, please complete the information below:

Gift Illustration Request

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Gifts that provide income to me and/or my beneficiaries. I am interested in the following gift plans:
I would like to explore:
Type of asset:
Date of birth of income beneficiaries (if applicable):
Please send my personal gift proposal by:
Other comments:
 
To receive information on how planned gifts can benefit you and your family, complete the form above and click the send button. Your request is strictly confidential and non-obligatory. To protect your privacy, please do not include any sensitive personal information in this form. When using this form, you should never submit confidential information, such as a credit card number.
 
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.