Regarding estate planning, the basic requirement for inclusion in the Franciscan Heritage Society is providing for the University through designating a specific provision in a will, creating a charitable remainder trust, purchasing a charitable gift annuity, assigning life insurance to the University or making it the policy beneficiary, donating property, or establishing a specific endowment.
Such foresight in most cases increases spendable income and/or reduces estate shrinkage through tax advantages. And it allows friends of Stritch to extend their influence beyond their lifetimes and enhance the quality education the University provides.
Endowed scholarships afford donors with unique naming opportunities, in addition to providing needed funding for deserving students.
If you have included Cardinal Stritch University in your estate plan, please let us know so that you may be appropriately recognized for your generosity by becoming a member of the Heritage Society. Heritage Society members are invited to many special events and receptions.
If you would like more information about the Franciscan Heritage Society, please contact Coleen Southwell, Assoc Vice President and Senior Pilantrhopy Officer, firstname.lastname@example.org or 414-410-4425.
Upcoming Health, Wealth and Wisdom Events:
Health, Wealth and Wisdom featuring Chris Cox, '04
Should long-term care insurance be part of your financial plan?
Date: April 20
Location: City Center Campus - Room 125
Prior Health, Wealth and Wisdom Speakers:
Health, Wealth and Wisdom featuring Diane Omdahl, '82, '85
How to avoid costly Medicare mistakes.
Date: March 16, 2016
Location: Main Campus - Board Room
Health, Wealth and Wisdom featuring Elaine Dyer, '85
Easing transitions in care environments.
Date: October 21, 2015
Health, Wealth and Wisdom featuring Barbara Bombaci, '80
Let's think about estate planning.
Date: September 23, 2015
Health, Wealth and Wisdom featuring Rachel Boechler
Walking a Labyrinth.
Date: August 19, 2015