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Balancing Family and Giving Our Lady of the Lake University

WEBDespite the hardships many of us have faced the past year, many people still want to make a difference where they can. But balancing your family’s needs with your desire to help …

Actived: 6 days ago

URL: https://plannedgiving.ollusa.edu/balancing-giving-family

Charitable Giving Our Lady of the Lake University

WEBWhen you include Our Lady of the Lake University in your estate plan, your generosity helps prepare graduates to transform their communities, families and professions. Thank you …

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Designating Beneficiaries Our Lady of the Lake University

WEBSome prefer the increased flexibility that a beneficiary designation provides by using: IRAs and retirement plans. Life insurance policies. Donor advised funds. Commercial …

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Make the Most of Your

WEBWays to Donate Your Retirement Account. 1. List OLLU as a beneficiary of your account. The simplest way to leave the balance of a retirement account to Our Lady of the Lake …

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Your Planning Library Our Lady of the Lake University

WEBEstate planning can be confusing, stressful and just plain intimidating. But when you focus on the legacy you want to leave—the goals, needs and dreams you have for your family …

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Giving Through Your Will Our Lady of the Lake University

WEBNext Steps. Contact Office of Development at 210-434-6711 or [email protected] for additional information or to chat more about the …

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Endowed Gifts Our Lady of the Lake University

WEBAn endowment gift to Our Lady of the Lake University today provides a brighter picture for our future. When you make a donation to an endowment, you give a gift with both …

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Retirement Plan Assets Our Lady of the Lake University

WEBRetirement plan assets are a great way to support the work at Our Lady of the Lake University because they not only help support our mission, but they also can provide tax …

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You Have Questions, We Have Answers Our Lady of the Lake …

WEBAs more people start to plan for the future, many have questions about making an impact at OLLU. We’ve put together a short list of frequently asked questions that you may find …

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Your Estate Planning Clean-Up Guide Our Lady of the Lake …

WEBAre We in Your Plan? If, as you review and update your plan, you decide to include a gift to Our Lady of the Lake University, please let us know by contacting Georgina Benitez …

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Resources for Professional Advisors Our Lady of the Lake University

WEBTools for Professional Advisors. Legal name: Our Lady of the Lake University of San Antonio, Texas. Legal address: 411 SW 24th Street, San Antonio, TX 78207. Please …

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17 Reasons to Update Your Will Our Lady of the Lake University

WEBWhile you are reviewing your will, do not forget to review your powers of attorney and living will or advance directive as well. It is important that your health care power of attorney …

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Personal Estate Planning Kit Our Lady of the Lake University

WEBBook 1: Lesson Book. Learn how to: Set family goals and create a plan. Lessen tax burdens. Use trusts to support you, your family and loved ones.

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Beyond a Will [OrgName]

WEBOver the past months, many families have taken time to think about the future. This has led many people to create their wills to protect loved ones.

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Give From Your IRA Our Lady of the Lake University

WEBA Special Opportunity for Those 70½ Years Old and Older. You can give any amount (up to a maximum of $105,000) per year from your IRA directly to a qualified charity such as …

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When a Loved One Passes Away Our Lady of the Lake University

WEBHere are answers to important questions that can help bring you peace of mind during this stressful time.

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End the Year on a High Note: C heck In on Your Estate

WEBThe following tips will give you a head start on end-of-year organizing (at least where your estate plan is concerned). Review your current will and trusts.

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Mary Francine Danis Our Lady of the Lake University

WEBMary Francine Danis. Planned Giving. Supporters Like You. Mary Francine Danis. Mary Francine Danis, PhD, started a learning center in 2009 that bears her name: The Mary …

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Navigating Estate Planning for Blended Families

WEBA will—The cornerstone of your estate plan, this document ensures your assets will be distributed exactly as you intend.Your will should also name a guardian for any minor …

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