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St. Ignatius of Loyola Society

Society

Named for the founder of the Jesuit Order, the St. Ignatius of Loyola Society is comprised of Regis University’s loyal alumni, faculty, staff, and friends who have included the University in their estate plans. By naming Regis as a beneficiary in their will, trust, or other estate plan, this special group of men and women in service of others are helping to ensure that we maintain our standard of excellence for future generations of students and continue to fulfill our Jesuit, Catholic mission to educate men and women of all ages to make a positive impact in a rapidly-changing global society.

The St. Ignatius of Loyola Society honors the generous commitment of these special members of our Regis University family.

How do I join?

You can easily become a member of the St. Ignatius of Loyola Society and leave a legacy by including Regis University in your will, trust, or estate plans. A charitable gift in your estate plan is easy to set up, can be changed in the future, and has valuable tax benefits. You retain money and assets and give them to charity only after your needs are met.

Join the St. Ignatius of Loyola Society by making a gift in one of the following ways:

*Regis University respects and maintains confidentiality with all gifts. This gift of leadership encourages others to follow in your example but your name will not be published should you choose to remain anonymous.

Contact Us

If you would like to explore further including Regis University in your estate plans, or if you have already included Regis University in a bequest or other planned gift, please contact the Office of Estate and Gift Planning at 303.964.5152 or giftplanning@regis.edu. We would be glad to assist you on a confidential basis without any obligation.

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Regis University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

I, <Name of Donor>, of <City/State/Zip>, give, devise and bequeath to Regis University, Denver, Colorado <written amount or percentage of the estate or description of property> for its unrestricted use and purpose. Regis University Federal Tax ID# is 84-0402707.
To honor your intentions, please inform Regis University of your estate provision.

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Regis or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Regis as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Regis as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Regis where you agree to make a gift to Regis and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.