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Planned Giving

  1. Giving
  2. planned Giving
  3. Retirement Plans and Insurance
  • Franciscan Missionaries of Our Lady University is named as a full or partial beneficiary of your IRA, 401 (k), 403 (b), or life insurance policy.
  • Avoidance of significant tax penalties to heirs
  • Possible federal estate tax savings

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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.