Making Memories Last Forever

A Gift to Honor a Special Person

 

When someone close to us passes away, celebrating the person’s life and reflecting on favorite memories can help us cope. One way to help the person’s legacy live on is to establish a memorial gift in his or her honor.

Before you make a memorial gift, consider a few key factors:

  • Purpose: Memorials honor the lives of friends or loved ones. You can make a gift to our organization without restrictions, or the gift can support a particular event or program.
  • Timing: Your gift may be given to us today to help support our most immediate needs, or you can include a gift in your will or living trust, stating that a specific asset, certain dollar amount, or percentage of your estate will pass to us after your lifetime in honor of your loved one.
  • Type: Cash is a popular and easy way to make a gift, but you can also use securities or other assets. Like all charitable donations, a memorial gift can offer tax benefits.
  • Amount: No matter the size of your gift, you can be certain your support will make a lasting impact.


    If our mission was important to a late loved one, please contact us to discuss ways that you can make a gift in honor of that special person. We would be happy to work with you to create a gift that properly honors his or her memory.

 

Is Saint Leo University a part of your estate? Contact Stephen Kubasek, director of Planned Giving, at (352) 588-8355 or stephen.kubasek@saintleo.edu if you would like to include a gift to Saint Leo University in your estate plan.

 
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.