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Planned Giving

Meet Our Donors

Roland Hymel Jr., an Inspiration to Us All
From varsity athlete to innovative businessman and philanthropist, Roland Hymel Jr. is making an impact throughout Loyola University and in the lives of Loyola students—now and for years to come. More

Encouraging Loyola’s Students to Walk in Faith
After auditing theology classes at Loyola University New Orleans, Mary Agnes Sullivan Davison was inspired to include a generous gift in her will to Loyola University to fund a scholarship in her brother’s name. The Bat P. Sullivan Jr. Scholarship will be awarded annually to practicing Roman Catholic students. More

The Gift of Sustenance
As a high school student at the Academy of Mount St. Ursula in Bronx, N.Y., Nanette Jew Gibbs ’75 applied to Loyola University New Orleans hoping to pursue a career in music. More

Remembering the Past, Shaping the Future
See how one couple’s tribute gift to Loyola University New Orleans honors loved ones and will improve the lives of students. More

A Golden Gift
Loyola University played an important role in Charlie Young and Sandy Krebs Young’s lives. Not only was it the place where the couple first met, but the educations they received at Loyola opened up the world to them and enriched their lives in countless ways. More

Professor Urges Support for Loyola Mission
Dr. Nancy Fix Anderson has always been a woman on a mission. She holds degrees from Stanford University, University of California, Irvine and Tulane University. Lucky for us, she was drawn to the strong Jesuit traditions at Loyola—the broad liberal arts curriculum, the focus on social justice and the diversity of interests that the Jesuit priests brought to the university.  More

For Marla Donovan, Loyola's Where the Heart Is
Loyola University New Orleans has always held a special place in the heart of Marla Donovan, whose gift of life insurance to the school will benefit future generations.  More

Presidential Scholarship Recipient Includes Gift to Loyola in Her Will 
Eva Urbanowicz Hill, Class of 1987, fulfilled one of her lifelong fantasies when she and her husband of 26 years sailed their boat from Annapolis, Maryland, to the Bahamas and lived abroad in the islands for four months before returning home. More

Two Generous Gifts Provide Scholarships for Students 
Loyola University recently received two leadership gifts for scholarship support in the form of bequests. More

Honoring the Memory of Alumna and Professor Janet Mary Riley
Janet Mary Riley was not afraid to stand up for what she believed in. She was the first woman to hold a full-time law school teaching faculty position in New Orleans and, through her legal work, fought racism and pushed for gender equality. Because of her life-changing work and the creation of the Janet Mary Riley Distinguished Professorship, she will not be soon forgotten. More

Gifts From Retirement Plans Make Sense
The late Adrian Duplantier, J.D. '49, may be gone but he is still supporting Loyola. How? He designated the university as a beneficiary of his IRA. An IRA gift is a simple, tax-wise way to help Loyola students. More

College of Business Receives $1.5 Million Gift
Despite a serious car accident at a young age and numerous other obstacles, Carlos Ayala was still successful enough to contribute to a school that he always felt passionate about. More

The Perfect Charitable Gift: Unused Retirement Funds
Thanks the late Rev. Stephen Duffy, an endowment of more than $1.3 million will be used by the Department of Religious Studies to support a Chair of Roman Catholic Systematic Theology. And Father Duffy was able to make this generous contribution without it being subject to taxes. More

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 Loyola University New Orleans 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 [city, state, ZIP], give, devise and bequeath to Loyola University New Orleans [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

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 Loyola University New Orleans 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 Loyola University New Orleans 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 Loyola University New Orleans 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 Loyola University New Orleans where you agree to make a gift to Loyola University New Orleans 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.