Planned Giving

Bequests

In a will, a donor may bequeath a fixed percentage of his or her estate or a specific amount to the school in support of its mission. A will may also provide for specific heirs to disclaim assets distributable to them in favor of the School if they later decide to do so. State laws often distribute assets to the government if heirs are not located. A donor may avoid this possibility by including DSPT in their will as a final contingent beneficiary if there are no other heirs upon the death of the donor.

Bequests of cash, securities, real property or other assets to the DSPT entitle your estate to a charitable deduction that can reduce or eliminate estate tax liability. The language of a bequest is important but it need not be complex. Clearly indicate that your bequest is intended for the Dominican School of Philosophy & Theology. For more information, contact the office of Advancement via email or 510-883-7159.

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