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The Guild

The Saint Xavier Guild was founded to honor alumni and friends who are ensuring Saint Xavier will have the financial resources to continue its rich tradition of academic excellence for generations to come. The Guild is open to all those who have provided support for Saint Xavier through bequests, charitable gift annuities, charitable remainder and charitable lead trusts, life insurance, retirement plan assets and other vehicles. Gift size is not a membership factor. Indeed, the amount of the gift and the method of giving are determined by your own motivations, personal circumstances and other special interests.

If you have already included Saint Xavier in a bequest or other planned gift, we hope you will let us know. Your willingness to be listed as a member of the Guild encourages others to follow your example. We acknowledge and respect those who wish to remain anonymous, but we urge you to let us know of your plans on a confidential basis, which assists the University to plan for the future.

If you have not yet included Saint Xavier in your plans and you would like to explore the best options for you and your family, please do not hesitate to contact Anna R. Simons '03, ‘07 at 773-298-3322 or via e-mail

To all of our members, we thank you for your ongoing support.

Guild Members

Anonymous (18)
Mary Frances Kleifgen Beno '70
Bernadette M. Benson '60 Margaret M. Bogacz, D.A. '64
Patricia Burke '71
Sandra A. Burkhardt, Ph.D.
Kay F. Burton '60
Helen E. Carroll '63
Grace A. Cerniak '69
Katherine M. Champion '75
Marie T. Clay '68
Avis Clendenen, Ph.D. '72
Sister Joy Clough, R.S.M. '65
Rosemary Collins '38
John D. Crawford
Lynn Deegan '85
John R. DeLeonardis '89
Margaret E. Dillon '40
Therese M. Donatello '61
Elizabeth Flynn '65
Nannette Franz '45
Barbara Gallagher '59
Beverly Goodwin '78
Joan F. Guilfoyle
Linda Hepburn Harden '73
John Hausaman '06
Clara Maria Henning '67
Catherine A. Horan, Ph.D. '70
Deborah A. Hughes
Catherine W. Kallal '43
Carol A. Keene, Ph.D. '61
Patricia Kelly '65
Barbara Kern '57
B.A. Kusak '63
Mary Clare Loftus '65
Kevin M. Moore '73
James A. Morris
Patricia A. Morris, Ph.D. '83
Loretta Fisher Nolan, Ed.D. '48
Caryl O'Connor '61
Mary Jo O'Connor '53
Ethel Owens '47
Evelyn Perkins, M.S.N., R.N. '76, '79
Marie Therese Perry '52
Catherine Petersen '67
Ann Ngoc Quoi Phan '53
Elaine S. Phillips '44
Barbara McGrath Posner '69
Candace Ramirez '02, '04, '05
Noella Butler Reed
Sheila Reynolds '43
Jill M. Roggeveen '13
Bernice P. Sabo '51
Sister Susan M. Sanders, R.S.M., Ph.D.
Rosalba Schmidt '76
Laura Shallow '78, '86, '03
Brian O. Shannon, Jr.
Roberta J. Sharp '61
Mary T. Small '54
Joy T. Stastny '63
Terri Streichert '72
Cyril M. Tazik, Jr. '88
Jean Morman Unsworth '55
Arthur R. Velasquez
Mary Warchol '54
Sabella Wells '63
Catherine Wirtz '53
Richard A. Yanikoski, Ph.D.

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to Saint Xavier 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, devise and bequeath to Saint Xavier University, a non-profit corporation existing under the laws of the state of Illinois and located in the city of Chicago, Illinois, ________ (fill in a percentage of your estate, a certain sum of dollars, or a description of particular property), to be used in its area of greatest need.

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 Xavier 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 Xavier 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 Xavier 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 Xavier where you agree to make a gift to Saint Xavier 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.

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