Members of the Aquinas family can achieve important personal and family financial benefits and play a significant role in ensuring the future financial resources for the school by including Aquinas Institute of Theology in their estate plans.
What constitutes a planned gift?
Planned gifts can take many forms including bequests, and gifts of stocks, bonds or properties. These gifts are usually arranged as part of a donor’s larger estate plan and are tools that can enhance the donor’s personal financial security while realizing his or her charitable goals.
What are the benefits of making a planned gift?
Planned gifts usually result in a charitable income tax deduction and can be designated to help donors increase their retirement income or minimize taxes on their estate.
How will Aquinas use my planned gift?
Planned gifts are added to Aquinas’ endowment either as an unrestricted gift or for a purpose designated by the donor such as a named scholarship or faculty chair. Every planned gift serves as a living memorial to the donor’s generosity and interest in the mission and people of Aquinas.
How does Aquinas recognize planned giving donors?
Donors who make a future commitment to Aquinas Institute in their estate plans are recognized through membership in the Legacy Society.