Planned Giving

  1. Giving
  2. Planned Giving
  3. Beneficiary Designations

Passionate about supporting Franciscan Missionaries of Our Lady University with our mission, even after your lifetime? It's not only possible; it's easy to do with a beneficiary designation. Just name the University as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give. The three easiest ways to leave your legacy is with Retirement Plans and IRAs, Life Insurance Policies, Commercial Annuities.

Not only is it an easy way to give, but it's also flexible — you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

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. Please note some giving areas require a minimum gift amount.