Thank you for your interest in Xavier University. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
Personal Planner
Ten Reasons to Update Your Estate Plan You have completed a will and perhaps a revocable living trust. Your Durable Power of Attorney for healthcare and a living will are accompanied by a HIPAA release. All of your records are safely in place and carefully organized. More ...
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn 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.
Tax-Free Sale Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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.
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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.
You have completed a will and perhaps a revocable living trust. Your Durable Power of Attorney for healthcare and a living will are accompanied by a HIPAA release. All of your records are safely in place and carefully organized. 
Steps to Wise Giving