Legacy Society at the University of Saint Mary


Trusts


Making sure that your loved ones are provided for while being philanthropic does not have to be an “either/or” position.


Charitable Remainder Trusts

Have you considered a Charitable Remainder Trust (CRT)?

Having a CRT might be the answer to assuring the future of both your loved ones and the University of Saint Mary.

CRTs can offer attractive tax benefits for you during your lifetime, and shelter your loved ones upon your passing.

Sit down with your adviser to plan for your family and charitable priorities, while providing yourself (and loved ones) income for life, and managing taxes.

Questions? Please contact:

Name: Jane Ellen Liebert, C’97, Alumni & Planned Giving Officer
Email: jane.liebert@stmary.edu
Phone: 913-758-6126