Loyola University Maryland

Advancement

Planned Giving

Loyola University Maryland is deeply grateful to our alumni, parents, and friends whose support is essential for future our excellence. Making a planned gift is a thoughtful way to show your support and appreciation for Loyola and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals.

Learn more at impact.loyola.edu

There are creative ways to support the University through planned giving programs that enhance estate management and the tax benefits of giving. With thoughtful planning you can create positive opportunities for you and your family. Many have found that time spent considering the best ways to structure their gifts allows them to meet personal planning goals and make impactful contributions.

Loyola welcomes planned gifts in the form of bequests and life-income gifts such as gift annuities, which allow donors to make a current gift to the University while receiving lifetime income for themselves and/or spouse. Those who provide for Loyola in their estate plan are recognized for their foresight, dedication, and generosity through membership in The Jenkins Society, a giving society named for George Carroll Jenkins, one of Loyola's first benefactors.

Our Office of Planned Giving will help you discover these strategic ways to support Loyola while serving as a valuable and caring partner in your long relationship with the University.

Current Recommendations

Smart gift planning combines philanthropic intent with cost-efficient planning techniques. As we navigate the uncertainty of the COVID-19 pandemic, we are a resource for planned gift guidance.  

  1. Donor Advised Fund (DAF): A fund that allow donors to make a philanthropic contribution, receive an immediate tax deduction, and then recommend grants from the fund over time.
  2. Charitable Gift Annuity (CGA): A contract between a donor and a charity under which the charity, in exchange for a gift, agrees to pay the donor or the donor’s chosen beneficiaries fixed payments for life. The size of the payments is based on the age of the beneficiary/beneficiaries and the amount of the gift.
  3. Charitable Swap: An option for donors to give appreciated stock in lieu of cash, resulting in tax savings. Donors may purchase the same number of shares donated with gained tax savings.

Planned Giving - Did you know?

Planning giving is synonymous with proactive planning. These facts and statistics highlight importance of philanthropic planning. 

  • You can make a philanthropic gift and receive a fixed income for life
  • 43% of bequests and 34% of charitable remainder trusts are created by individuals younger than 55
  • A bequest costs nothing during lifetime – it does not affect cash flow
  • The average age when will is created is 44
  • 42% of Americans die without a will
  • 15% of planned gifts are made by those younger than 45

Contact Us

For more information about planned giving, please contact Stephanie Brizee, director planned giving, at shbrizee@loyola.edu at or 410-617-1411. 

Visit https://impact.loyola.edu/ to learn more.

 

Loyola University Maryland
Office of Planned Giving
2034 Greenspring Drive
Timonium, MD 21093

410-617-2689
plannedgiving@loyola.edu