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Why do people like making planned gifts?

Planned gifts (most commonly a donation made in your will or trust) cost nothing today and allow you to make an incredible impact, which is why so many people choose to make them.

There are some other exciting but less common gifts — scroll down to learn more!

Popular gifts for the future

See what types of gifts many people choose to make. Many people make these to honor a loved one or to show what is important in their life.

Popular

Gifts in a will or trust

Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will or trust – for free!

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Beneficiary designations

Gifting assets not covered by your will — such as 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you are below the estate tax threshold.

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Popular gifts for today

Many people love these donation options because they fit with their personal circumstances and financial goals.

Gifts that pay you back

Give assets while providing yourself or others with income for a period of time or distributions at a later date.

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Stocks and securities

Many people love donating stock or mutual funds because it may help them avoid paying capital gains taxes.

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Donor Advised Funds

Easily recommend grants to University of St. Thomas for tax-efficient giving.

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Qualified Charitable Distributions

Use your IRA to make tax-free gifts that benefit you and our mission.

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Please let us know if you have already included us in your estate plans!

Letting us know is incredibly helpful to our team and helps to make sure your gift is used the way you intend.

Planned giving secures UST for future generations

The University of St. Thomas is the Catholic University in the heart of Houston. We are committed to the Catholic intellectual tradition and the dialogue between faith and reason. A gift in your will perpetuates our more than 75-year history of educating the whole person and instilling goodness, discipline, and knowledge, the core values of the Basilian Fathers, in our students.

Connie Little and Lowell Davis

Connie Little and Lowell Davis

When Connie Little ‘61 and Lowell Davis M.Ph. ’10, UST, married in 2022, there was hardly any question about where to have their nuptial mass: at UST’s Chapel of St. Basil. After all, their connection to University of St. Thomas played a significant role in their relationship. Not only do they both hold degrees from the University, but they also both remain very active members of our Celt community: as alumni, as donors, even as students! While Lowell pursues his PhD from the Center for Thomistic Studies, Connie recently took part in a lecture series on the history of Polish resistance in World War II, offered by the St. John Paul II Institute. They’re frequently spotted on campus attending lectures, cultural programs, Mass services, and alumni events.

But soon after their marriage, Lowell realized he was missing one connection to the University that Connie had: membership in the Lilian and Stella Scanlan Society.

Membership in the Scanlan Society recognizes donors who have chosen to include UST in their enduring legacy by committing a part of their estate to the University through their will, beneficiary designation, or other giving vehicle. While Connie had put her estate plans in place several years ago, and made sure to include UST as a beneficiary, Lowell didn’t even have a will, and wasn’t certain where to turn.

That’s when an email from the Office of University Advancement announcing a partnership with Freewill, the largest provider of wills in the United States, landed in his inbox. Even better for Lowell, people have enlisted Freewill to commit more than $7.2 billion to nonprofit organizations. Lowell used the tool to draft his will and included a bequest to UST. He also agreed to have Freewill notify UST of his plans.

UST’s Planned Giving Advisor, Kiernan O’Connor, soon confirmed with Lowell that his will was signed and notarized and was pleased to welcome him as a member of the Scanlan Society.

The experience re-energized Connie and Lowell’s desire to encourage other alumni to include a bequest gift to the University of St. Thomas in their wills. As Connie describes it, “The University did so much for me. Now it’s my turn to help others.” And she has. Her special financial support is for scholarships for students.

For Lowell UST alumni can make a lasting difference to their alma mater by making a planned gift, “Because the promising greatness of the University and its Basilian mission calls for a greatness of support, and because many graduates want to pass on to others what they have received.”

O’Connor concurs. “Schools with larger endowments do better. Having that financial security is huge. Our endowment is competitive with our peers, but Connie and Lowell are right: there’s an enormous opportunity and planned giving is the key.”

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Frequently Asked Questions

Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.

Yes! Knowing in advance about your intentions is quite helpful to our staff, but you are always welcome to not share your gift.

We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans, or you may choose to use the same tools to get your affairs in order before visiting an attorney (who is likely to have a fee associated with finalizing your plans).

Yes. You are always free to revise or update your estate plans.

Yes! FreeWill will never share your personal information without your permission.

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We are here to help you meet your goals!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: Kiernan O'Connor

Title :Planned Giving Advisor

Phone: 713-525-6904

Email: kiernan.oconnor@stthom.edu

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