An Invitation to Join the Heritage Society
In 1992, Mount Saint Mary's University established the Heritage Society to show appreciation for our growing number of friends who have chosen to support Mount Saint Mary's University through a very special and important form of financial support. This organization is dedicated to recognizing and honoring those alumnae, friends, faculty and staff who have decided to continue the legacy of support with which MSMU was built.
These donors have named MSMU as the beneficiary of a planned gift. Such gifts might include a bequest, appreciated securities, gifts of real estate, gifts of life insurance and/or charitable income gifts, such as charitable gift annuities, charitable remainder unitrusts or charitable remainder annuity trusts.
Once you complete your estate plans, please fill out our member profile form to let us know. We would like to thank you for your generosity by including you in the Heritage Society.
Your membership involves no dues, obligations or solicitations, but it does allow us to thank you and recognize you for the plans you have made, and it may inspire generosity in others.
Benefits of membership in the Heritage Society also include annual luncheons, invitations to special events and seminars and a subscription to our newsletter.
The most important benefit you will receive from joining the Heritage Society is the satisfaction derived from making a lasting contribution to our long-term success.
Become a member today!
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.