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Welcome to Xavier University Planned Giving
| Weekly Article | | | | | Experience the Benefits of a Unitrust
 Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. More ... |
Benefits For Family and Xavier University.
A donor who makes a provision for Xavier through financial or estate planning automatically becomes a member of the Father Finn Society. Benefits include invitations to Founders' Day, special days of reflection, Xavier basketball games, and the Father Finn dinner, an annual event held each May.
The Father Finn Society is named in honor of Francis J. Finn, S.J., who holds a unique place in Xavier history. Finn, who lived from 1859-1928, was a noted author and a University trustee. It was Finn who named Xavier's athletic teams Musketeers and gave them the motto "All for One, One for All."
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>. |
 | Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Xavier University. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>. |
 | Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Xavier University shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Fred Sansone
Director of Gift & Estate Planning |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact sansone@xavier.edu.
If you are a professional advisor, you may take the following steps on this site.
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