Few honors are greater to Benedictine University than inclusion in one's estate plans. If you have remembered Benedictine in your estate, please contact Len Bertolini, Vice President, University Development at (630) 829-6127 or firstname.lastname@example.org or Eric Solberg, Senior Development Officer, at (630) 829-6497 or email@example.com. We would like to welcome you to the Heritage Society and discuss how you wish to apply your future gift. If you would like information about how to include Benedictine in your estate plans, you may contact Eric as well.
Giving appreciated stock can be more beneficial than giving cash. Donors receive an immediate income tax deduction for the fair market value of the securities on the date of transfer and the donor pays no capital gains tax when the stock is sold by Benedictine University. Consult your financial advisor to see if this option may be right for you. Click here for stock transfer instruction. Contact Len Bertolini, Vice President, University Development at (630) 829-6127 or firstname.lastname@example.org or Senior Development Officer, Eric Solberg, at (630) 829-6497 or email@example.com.