02/27/2013

A planned gift, the best philanthropic decision

A planned gift is generally the last opportunity for a donor to benefit Loyola University New Orleans. Whether motivated by a desire to “give back,” to honor or memorialize someone, or to have an effect on the long-term security of Loyola, the planned gift represents the highest ideal of charitable giving. For the university, history has shown that these gifts, regardless of their size, have a significant effect on its overall financial condition. Individuals of all ages have established legacies at Loyola, either by will, as designated beneficiary of life insurance, retirement funds, charitable trusts, or through charitable gift annuities.

Loyola is most fortunate to have a seasoned estate-planning veteran to lead our Office of Planned Giving. Robert Gross has helped donors design and plan gifts to Loyola for more than 18 years, providing them with expert gift counseling. He often works alongside their professional advisors including financial planners, tax attorneys, CPAs, and life insurance agents. Bob fully understands the varied priorities of Loyola and has a thorough knowledge of gift planning, including the attendant tax implications. This experience ensures the maximum benefit to both the university and its benefactors.

A founding member of the Greater New Orleans Planned Giving Council, Bob is often called upon to make presentations on planned giving, regularly addressing organizations of professional estate planning advisors as well as other non-profit groups. Bob is active nationally with both the American Committee on Gift Annuities and the Partnership for Philanthropic Planning, and has served on the National Annual Planned Giving Conference Committee. In short, Bob is a wealth of gift planning information.

“A properly planned gift should provide the donor with the confidence that he or she has made the best philanthropic decision,” Bob says. He is at your disposal to ensure just that and to assist you in realizing your goals for your Loyola Legacy. A discussion does not obligate you in any way and will be held in the strictest of confidence. Contact Bob today at rgross@loyno.edu or (504) 861-5565 for more information.

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