Gift Planning

Plan a Gift That Powers Tomorrow 

Elizabeth “Petie” Helfrich ’58 is a pioneer in California law and credits USF School of Law for opening doors that advanced her career and instilling in her a deep sense of ethics to serve clients in the most beneficial way possible. Grateful for her education, Mrs. Helfrich made a simple gift to USF School of Law through her will.

Like Elizabeth, you can make a gift in honor of those who have inspired you and for the experiences that have shaped who you are today. Planning a gift through your will for the School of Law is easy.

Suggested Language for Your Will or Trust

I give the (remainder, dollar, or percentage) of my estate to the University of San Francisco, a California nonprofit corporation, 2130 Fulton Street, San Francisco, California 94117, to its School of Law. Tax ID #: 94-1156628.

There are many ways to plan a gift that ensures the future of USF’s School of Law. Explore this section to discover ways to amplify the financial benefits to you and your loved ones while supporting Jesuit higher education at the School of Law.

Gifts by Will, Trust, or Beneficiary Designation

These types of gifts are some of the easiest ways to give and they have no impact on your current income or lifestyle. After you’ve taken care of your loved ones, you can leave a portion or percentage of your will, living trust, or retirement plan to USF’s School of Law. There are many benefits from a gift that costs nothing during your lifetime. 

  • Remain in control of your assets
  • Make changes as your needs change
  • Reduce taxes for your heirs and your estate
  • Honor a professor or loved one
  • Support USF’s School of Law 

Gifts That Pay You Income 

USF offers a full menu of gift opportunities that can increase your income while making a substantial gift to USF’s School of Law. We are here to help you create a customized plan that meets your charitable and financial objectives.

Many donors find they can substantially increase their income through this type of giving. Two popular types of life income gifts include the USF Charitable Gift Annuity or a Charitable Remainder Unitrust.

Life income gifts provide a variety of benefits: 

  • Create an income stream for yourself and someone else
  • Avoid capital gains tax
  • Qualify for a charitable income tax deduction                      
  • Support USF’s School of Law 

Tax-Savvy Gifts of Appreciated Assets 

Giving long-term appreciated assets provides a double tax benefit. You avoid capital gains taxes and you qualify for a charitable income tax deduction based on the full market value of your appreciated securities or real estate.

Giving appreciated stock can easily be accomplished through a simple electronic transfer. You can choose to provide immediate support to the School of Law, or you can create a gift that provides you with lifetime income.

Giving real estate  is another great way to leverage charitable tax benefits. Here a just a few examples of how a gift of real estate can be tailored to a donor’s financial goals: 

  • Provide immediate support to the School of Law
  • Create an income stream for yourself and/or your family
  • Give a percentage of your property to USF, keep the remaining portion, and use your charitable deduction to offset capital gain taxes.
  • Donate your personal residence or vacation property to USF while retaining a life estate interest in the property.
  • Bequeath real estate to USF via your will or living trust 

Consult the Law School’s Office of Gift Planning

There are countless ways to foster excellence and ensure that all students have access to an exceptional legal education. USF’s Office of Gift Planning can create a customized plan for you and your advisors to help you achieve your personal and financial goals while supporting the School of Law. 

Contact Info

Office of Gift Planning

M–F, 8:30 a.m.–5 p.m.

2130 Fulton Street
Lone Mountain Rossi,
3rd Floor
San Francisco, CA 94117-1080
(415) 422-4163