Estate Planning Guide

If you are interested in receiving your own personal estate planning guide, or want to know more about how to make a gift to Saint Leo University, please complete the following form.

We respect your privacy! Information collected here will be kept strictly confidential. It will not be disclosed and it will not be used in ways to which you have not consented.

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Next Steps

  1. Contact Stephen Kubasek, associate vice president, Advancement, at (352) 588-8355 or stephen.kubasek@saintleo.edu for additional information about making a gift to Saint Leo University.

  2. Seek the advice of your financial or legal advisor.

  3. If you include Saint Leo University in your plans, please use our legal name and federal tax ID.

Legal Name: Saint Leo University
Address: PO Box 6665 - MC 2227, 33701 State Road 52, Saint Leo, FL 33574
Federal Tax ID Number: 59-1237047

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.

Meet the Planned Giving Team

Phone: (352) 588-8355
planned.giving@saintleo.edu

 Stephen Kubasek

Associate Vice President, Advancement

(352) 588-8355

 John Agnello

Gift Marketing Specialist

(352) 588-8450