Gift Planning

A bold vision calls for bold participation. Our future depends on the partnership between the University and the people who share our vision. Planned gifts can provide significant gains for St. Catherine University, as well as for you.

Benefits of planned giving options

Charitable Lead Trust

For the donor:

  • Tax-effective transfer of the assets to family members
  • Strategic timing for transfer of assets consistent with the family's plans
  • Reduced income tax during the life of the trust

For St. Catherine University:

  • Defined income for a specific period to support the University's strategic initiatives
  • Support for the University's long-term business planning

Charitable Remainder Unitrust

For the donor:

  • Income tax deduction in the year of the trust's establishment
  • Elimination of capital gains tax on appreciated property gifted to the trust
  • Tax-beneficial annual distributions from the trust
  • Opportunity to make future contributions to the trust

For St. Catherine University:

  • Knowledge of a future gift supports the University's financial plans
  • Receipt of the trust principal at the termination of the trust

Charitable Bequest

For the donor:

  • Estate-tax deduction
  • Opportunity to direct assets to the organization the donor chooses, not an organization the state chooses
  • Lifetime use of assets

For St. Catherine University:

  • Projected gift for future needs
  • Potential to inspire other donors to make similar bequest plans