Giving

Gift Planning

A bold vision calls for bold participation. Our future depends on the partnership between the University and the people who share our vision. Planned gifts can provide significant gains for St. Catherine University, as well as for you.

To contact a Gift Planning staff member click here.


The joy and satisfaction of knowing the important role you will play in the University's future.
Substantial fiscal benefits during your lifetime.

Benefits of planned giving options:

Charitable Lead Trust
For the donor:
  • Tax-effective transfer of the assets to family members
  • Strategic timing for transfer of assets consistent with the family's plans
  • Reduced income tax during the life of the trust
For St. Catherine University:
  • Defined income for a specific period to support the University's strategic initiatives
  • Support for the University's long-term business planning
Charitable Remainder Unitrust
For the donor:
  • Income tax deduction in the year of the trust’s establishment
  • Elimination of capital gains tax on appreciated property gifted to the trust
  • Tax-beneficial annual distributions from the trust
  • Opportunity to make future contributions to the trust
For St. Catherine University:
  • Knowledge of a future gift supports the University’s financial plans
  • Receipt of the trust principal at the termination of the trust
Charitable Bequest
For the donor:
  • Estate-tax deduction
  • Opportunity to direct assets to the organization the donor chooses, not an organization the state chooses
  • Lifetime use of assets
For St. Catherine University:
  • Projected gift for future needs
  • Potential to inspire other donors to make similar bequest plans
Charitable Gift Annuity
For the donor:
  • Guaranteed annual income
  • Initial tax deduction for a portion of the gift
  • Income tax deduction for a portion of the income payments
  • Reduction in capital gains taxes
  • Ability to spread the capital gains taxes over several years, if the annuity is funded with appreciated assets
For St. Catherine University:
  • Support for long-term planning
  • Receipt of the principal value of the annuity at the end of the donor’s lifetime

» Meet some of our donors
» Meet the Gift Planning Staff