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Saint Mary's Magazine Fall 2004 - Saint Mary's University of Minnesota

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Ensuring the<br />

Legacy <strong>of</strong><br />

Excellence<br />

in Education<br />

Lasallian Legacy Society<br />

Many <strong>Saint</strong> Mary’s alumni, parents and friends have<br />

found planned gifts an effective way to support <strong>Saint</strong> Mary’s.<br />

Depending on the planned gift you choose, you may receive tax<br />

benefits and an income stream both for your life and that <strong>of</strong> a<br />

loved one. Benefactors <strong>of</strong> all ages and circumstances can consider<br />

one or more <strong>of</strong> these planned and deferred gifts.<br />

• Will Provisions<br />

• Gifts <strong>of</strong> Appreciated Assets<br />

• Life Income Gifts<br />

• Charitable Gift Annuities<br />

• Charitable Remainder Trusts • Charitable Lead Trusts<br />

• Life Insurance<br />

• Retirement Plans<br />

• Revocable Living Trusts • Life Estate Reserved<br />

If you would like to explore how a charitable gift plan can be<br />

tailored to serve you best and to help <strong>Saint</strong> Mary’s in the future,<br />

please contact us. We’ll respond to you confidentially and listen<br />

to your goals and priorities. We can suggest arrangements that<br />

can benefit you and your family, and we will be happy to prepare<br />

a written proposal for you and your pr<strong>of</strong>essional advisor to<br />

discuss.<br />

Please feel free to call or write:<br />

Holly A. McDonough<br />

Director <strong>of</strong> Gift Planning<br />

<strong>Saint</strong> Mary’s <strong>University</strong> <strong>of</strong> <strong>Minnesota</strong><br />

700 Terrace Heights #21<br />

Winona, MN 55987<br />

Phone: (507)457-1785<br />

Toll-free: (800)635-5987, Ext. 1785<br />

Fax: (507)457-6697<br />

www.smumn.edu.givingwisely.net<br />

Please send me information about planning a gift to <strong>Saint</strong> Mary’s <strong>University</strong>.<br />

❍ Please send free information on wills and codicils.<br />

❍ Please send information about making other gift plans for <strong>Saint</strong> Mary’s <strong>University</strong> <strong>of</strong> <strong>Minnesota</strong>.<br />

❍ I (we) have already included <strong>Saint</strong> Mary’s <strong>University</strong> in our estate plans in the following way:<br />

❍ Please send information about the Lasallian Legacy Society.<br />

❍ Please contact me by phone. The best time to reach me is ______________________<br />

Name<br />

E-mail<br />

Address<br />

City State Zip<br />

Phone (day)<br />

(evening)<br />

Mail completed form in envelope or write to:<br />

Director <strong>of</strong> Gift Planning • <strong>Saint</strong> Mary’s <strong>University</strong> <strong>of</strong> <strong>Minnesota</strong> • 700 Terrace Heights #21 • Winona, MN 55987-1399<br />

WWW.SMUMN.EDU/MAGAZINE 43

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