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Estate Planning Gifts

Join the QU Heritage Society — Leave a Legacy That Lasts

The Heritage Society is a special circle of supporters who believe in more than a moment — they believe in a future. When you include Quincy University in your estate plan or long-term giving strategy, you help ensure that future generations of Hawks have access to education, opportunity, and a community shaped by Franciscan values.

Your planned gift becomes a meaningful legacy: supporting scholarships, strengthening academic programs, and sustaining the spirit of service for years to come. By joining the Heritage Society today, you become part of something bigger than one lifetime — you become part of a tradition that shapes lives and builds community for generations.

Thank you for considering leaving a lasting mark on the life of Quincy University.

Bequest

Your Goal: Defer a gift until after your lifetime.
How to Make The Gift: Name us in your will or trust. Designate a specific amount, specific asset, percent of the total, or share of the remainder.
Your Benefits: Gift exempt from federal estate tax. Control your assets for your lifetime.

Visit Quincy Gift Planning for more information on Wills and Trusts.

Gift of Retirement Assets

Your Goal: Avoid estate and income tax on IRAs, 401(K)s, and other employee benefit plans.
How to Make The Gift: Name us beneficiary of the remainder of the assets after your lifetime.
Your Benefits: Make your gift from the most highly taxed assets, leaving other assets for family.

Gift of Life Insurance

Your Goal: Make a large gift with little cost to yourself.
How to Make The Gift: Name us the owner or beneficiary of all or part of a life insurance policy.
Your Benefits: Current income tax deduction. Possible future deductions through gifts to pay policy premium.

Click Beneficiary Info for more information on making QU a beneficiary of your life insurance.

Retained Life Estate

Your Goal: Give a personal residence, vacation home or farm now, but continue to live there.
How to Make The Gift: Designate ownership of your home to us, but retain occupancy.
Your Benefits: Valuable charitable income tax deduction. Lifetime use of residence.

Contact

Dan Queathem
Vice President of University Advancement
217-228-5209
d.queathem10@quincy.edu

Dan Queathem

Dan Queathem

Vice President of University Advancement