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Learn About Bequests

Leaving a Lasting Legacy

Wills and trusts are among the most common types of bequests made to Saint Mary's University of Minnesota, in part because of the ease in which the gift can be made. This page offers some key information about how to make such a gift.

What is a Bequest?

A bequest is a gift made through your will or trust, and one of the most popular and flexible ways you can support.

What Are the Benefits of Making a Bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How Can I Learn More?

Contact Us
Watch a Video
Download a Brochure

How Do I Make a Bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Saint Mary's University of Minnesota as part of your estate plan.

View Bequest Language

What Are My Options?

A bequest can be made in several wveways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How Do I Get Started?

Contact Us
Request an Estate Planning Guide