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Why We Give

Changing the Lives of Students with a Gift
For longtime University benefactor Peter J. Byrne '48, helping bright and deserving students attend SJU was always a priority. During his lifetime, Byrne established several charitable gift annuities that now endow the Peter J. Byrne '48 Scholarship Fund — providing many students with substantial financial support each year.
Read Peter J. Byrne’s story.

A Strong Connection Lasting Beyond a Lifetime
Throughout their 56-year marriage—and while raising their four children in Fairfield, Connecticut—David P. Lyons Jr. '48 and his wife Sarah never lost touch with Saint Joseph’s University.
Read Sarah and David P. Lyons’ story.

Dedication Pays Off for Agnes M. Rash, Ph.D.
When Agnes M. Rash, Ph.D., began teaching in the early 1960s, women weren’t encouraged to pursue mathematics. According to Agnes, the prevailing attitude toward women in the science, technology, engineering and mathematics (STEM) fields was that it was not a viable career path for someone who was just going to get married, raise children and “never use her education and talents.”
Read Agnes M. Rash's story.

Bequest Gift Helps Expand Students’ Minds
Joseph W. Klein ’67 was one of those rare people who seamlessly combined his passions, allowing him to do what he loved every day. At his core, Joe was a performer, whether in front of a classroom full of students or on a stage in a sold-out theater.
Read Joseph W. Klein's story.

MaydolesBob ’64 and Nancy Maydole Support Cura Personalis through Philanthropy
Bob Maydole ’64 grew up in Wissahickon, a section of Philadelphia that straddles the urban and suburban. He played football and baseball at Roxborough High School. He witnessed the gritty textile industry along the banks of the Schuylkill River that earned Manayunk the nickname "the Manchester of America."
Read Bob and Nancy Maydole’s story here.

Q&A with Ignatian Circle Inaugural Chairs Anthony ’60 and Evelyn Carfagno
Anthony ’60 and Evelyn Carfagno were recently named as the inaugural chairs of the Ignatian Circle, the Saint Joseph’s University legacy society for donors who have generously provided, or plan to provide, a gift to the University through bequests, trusts and other life income gifts.

As the Ignatian Circle reached 200 members, Saint Joseph’s University felt it was important to select a group chair to imprint a vision for what this legacy society strives to be. The Carfagnos were an obvious choice. The couple graciously agreed to sit down with the Saint Joseph’s University Alumni Association to answer a few questions.
Read Anthony and Evelyn Carfagno’s interview here.

"Having reached this stage of our lives where major financial obligations are behind us, the decision to fund a charitable gift annuity from our modest savings to benefit the Burton Fellowship was relatively easy."
Read Gerri and David Burton’s story here.

"Funding scholarships is the best way to ensure that deserving students will always have the necessary resources to further their education."
Read Jim Dever’s full testimonial here.

"I recently became aware of a change in the IRS code that allows withdrawals from the IRA to be tax exempt to the extent that they are contributed to a charitable corporation. This is a ‘no-brainer’ if you qualify."
Read Tookie and Joel M. Ziff’s testimonial here.

"Investing in SJU through charitable gift annuities has been a win-win opportunity for me."
Read Peter and Mary Elizabeth Byrne’s story here.

"We are proud members of the Ignatian Circle because Saint Joseph’s University has given us so much."
Read Bernadette and David Miron’s story here.

"I do not pretend to be an investment advisor, but when I compare the return my SJU two-life annuity provides to today’s miniscule interest rates, I know I made a wise decision several years ago. I wish I had made it much earlier."
Read Dan (’53) and Rosalie Begley’s story here.

A commitment to service was instilled in Joe Tumolo ’84 during his days as an undergraduate on Hawk Hill, now, as a member of SJU’s Ignatian Circle, he’s giving back and impacting the next generation of SJU students.
Joe Tumolo (’84) and Lorraine Tumolo’s story here.

eBrochure Request Form

Please provide the following information to view the brochure.

Office of University Advancement    •    5600 City Ave. Philadelphia, PA 19131-1395    •    (610) 660-1236    •    advancement@sju.edu

A charitable bequest is one or two sentences in your will or living trust that leave to Saint Joseph’s University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Saint Joseph’s University, a nonprofit corporation currently located at 5600 City Avenue, Philadelphia, PA 19131, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Saint Joseph’s or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Saint Joseph’s as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Saint Joseph’s as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Saint Joseph’s where you agree to make a gift to Saint Joseph’s and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.