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Join The Legacy Challenge
Include Saint Peter’s in your estate plan and the University will receive an immediate matching gift
The Legacy Challenge will provide an immediate cash match for donors who document new or increased planned gifts. Thanks to a generous group of alumni and friends who have donated $250,000, the University will receive a matching gift of 10% of the value of your commitment (up to $10,000) to benefit the General Scholarship Fund. As a result, your gift will have both an immediate impact on our students today while also creating a legacy that will provide for our future.
How It Works
Act now! The Legacy Challenge will end on March 31, 2021 or when the matching funds have been depleted.
Legacy Challenge Letter of Intent
Let us know! Your planned gift can include gifts by will, trusts or beneficiary designation of financial accounts such as IRAs, investment accounts, donor advised funds or life insurance policies. The matching challenge can also be applied to existing planned gifts that have yet to be documented with the University.
To learn how you can join the Legacy Challenge, contact:
|Linda Moore, J.D.
Senior Director of Leadership and Planned Giving
(201) 761-6128 | email@example.com
|Sharon T. Morrissey, M.B.A., M.Ed. '13
Director of Planned Giving
(201)761-6126 | firstname.lastname@example.org
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Saint Peter's University as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Saint Peter's University as a lump sum.