Sharing the Legacy through Estate Planning
Xavier University of Louisiana makes it easy for donors to achieve their charitable giving goals. Whether you want to make a gift to Xavier now, or as part of your overall financial and estate planning, we offer numerous ways for you to give.
A common and simple way to leave a gift to Xavier is by a bequest in your will that will be transferred to Xavier University as part of your legacy upon your death. Donors who leave gifts to Xavier in their will can elect to become members of the 1925 Legacy Society.
Xavier University has partnered with FreeWill.com to offer members of the Xavier University community, the opportunity to create your own will free of charge. For guidance on how to create your will through FreeWill, click here (Disclaimer).
You may want to leave an endowed gift to Xavier through an endowment or trust set up by your attorney. Some of the appreciable assets that you may want to include in your planned gift to Xavier can include real estate, stocks, distributions from retirement accounts, insurance policies, or gift annuities, or any combination of these giving options.
We strongly recommend that you consult your tax consultant, financial planner, and or your own attorney prior to making any planned gift. Each person’s circumstances and giving potential is different. This website and other sites contain links to other third-party websites. Xavier University of Louisiana is not a legal advisor, law firm, organization of attorneys, investment advisory firm, estate planning firm or an accounting firm and does not provide any legal, tax, estate planning or accounting advice. No attorney-client relationship; advisor-client relationship or any other professional relationship with fiduciary responsibilities has been created between you and Xavier University of Louisiana and its directors, officers, representatives and agents.
RESOURCES FOR DONORS
GIFT FORMS FOR DONORS
- Donor Gift Form
- IRA Charitable Gift Instructions Form
- IRA Charitable Distribution Form
- Sample Bequest Language Form
- Stock Gift Form
FORMS TO NOTIFY XAVIER UNIVERSITY OF YOUR GIFT
