Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered.
  2. You have the satisfaction of contributing to the success of future Tommies.
  3. You lessen the burden of taxes on your family.
  4. You might receive estate-tax savings.

How can I learn more?


How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying that a gift be made to family, friends or the University of St. Thomas as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset.
  2. You can gift a percentage of your estate.
  3. You can gift from the balance or residue of your estate.
  4. You can make a beneficiary designation of certain assets.

How do I get started?


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