Planned Giving & Estate Planning

Create Your Legacy at St. Thomas University

Your Legacy. Their Future.

A planned gift is one of the most meaningful ways to make a lasting impact on future generations of St. Thomas University students. Through thoughtful estate planning, you can support the programs and causes you care about while potentially receiving valuable financial and tax benefits for you and your family.

Whether you are beginning your estate planning journey or updating an existing plan, we are here to help you explore options that align with your personal, financial, and philanthropic goals.

Ways to Leave Your Legacy

Bequests Through Your Will or Trust

Include St. Thomas University in your will or living trust by designating a specific amount, percentage, or remainder of your estate.

Beneficiary Designations

Name STU as a beneficiary of your retirement account, life insurance policy, donor-advised fund, or investment account.

Charitable Gift Annuities

Receive fixed income for life while supporting the university and creating a lasting legacy.

Charitable Remainder Trusts

Generate income for yourself or your loved ones while providing a future gift to STU.

Gifts of Appreciated Assets

Donate appreciated securities, real estate, or other assets to maximize your philanthropic impact.

Endowed Gifts

Create an endowed scholarship, program fund, or faculty support fund that provides perpetual support for generations to come.

Why Consider Planned Giving?

  • Leave a lasting legacy that reflects your values.
  • Support future generations of STU students.
  • Potentially reduce estate and capital gains taxes.
  • Increase retirement and financial planning flexibility.
  • Honor a loved one through a meaningful charitable gift.
  • Create a gift today while preserving your current financial security.

Explore Your Options

Our complimentary online estate planning resources make it easy to:

  • Create or update your will.
  • Establish healthcare directives.
  • Prepare financial powers of attorney.
  • Document guardianship wishes.
  • Learn about charitable giving strategies.
  • Calculate potential gift benefits.
  • Explore personalized giving options.

No matter your stage of life, creating or updating an estate plan is one of the greatest gifts you can give your loved ones—and the causes you cherish.

Learn More

Join Our 1946 Heritage Society

Individuals who include St. Thomas University in their estate plans are welcomed into our 1946 Heritage Society, recognizing visionary donors whose generosity will shape the future of the University for generations to come.

1946 Heritage Society members receive:

  • Recognition (with permission)
  • Invitations to exclusive events
  • Special stewardship updates
  • Opportunities to engage with the lasting impact of their generosity

We’re Here to Help

Our Office of Philanthropy is available to answer your questions and work with you and your professional advisors to identify the giving strategy that best meets your personal and financial goals.

Begin planning your legacy today and help transform lives tomorrow.

To learn more or explore estate and planned giving options please contact:

James Konschnik, CFRE
Office of Philanthropy
Associate Vice President of Internal Affairs & Strategic Oversight
Philanthropy
305-628-6514
[email protected]