Send your tax-deductible donation via US Postal Service to:
1145 King Road
Room VM 243
Immaculata, PA 19345
Credit card payments can be made two ways:
• Call the Immaculata Fund at 484-323-3681
• Go online to ua.immaculata.edu/giving/
Many corporations match gifts made by their employees, retirees, and family members to charitable institutions. A matching gift form is usually obtained from your company’s human resources or community relations department. Check out if your company matches gifts.
Gifts of securities, such as stocks, bonds, and mutual funds can be an effective way to support Immaculata University. Please contact Martha Borraccini at (484)323-3681.
To make a gift of stock, please use the following information:
Two Bala Plaza
Bala Cynwyd, PA 19004
Jamie R. Policare 610.668.6123
Immaculata University’s Acct: 870-04736
Immaculata University’s federal tax ID number: 23-1352648
Please make sure to send an email alerting us that you have made a transfer: firstname.lastname@example.org
Immaculata Faculty/Staff Support and Payroll Deduction
Your participation to the Immaculata Fund is important for many reasons:
- Faculty and staff giving demonstrates to the students how deeply invested you are in them and in their lives.
- Foundations, corporations and donors often look at employee giving rates as an indicator of commitment and success.
- Employers look at the donor support of an institution while recruiting students and alumni.
- Immaculata relies on philanthropy for many areas including scholarships, the academics, and athletics.
- Every gift, no matter the amount, is important to the future of IU!
Immaculata University employees have the option to make a gift through payroll deduction. Please return the Commitment Faculty-Staff Payroll Deduction Form either through campus mail (VM 243) or email to Martha Borraccini.
Creative Giving Tools
Your generosity will help Immaculata University (IU) and our work to integrate students into a community of service and empower them to assume meaningful roles in a diverse and changing world, when you support us through the powerful advantages of planned giving.
Among the benefits, gift plans offer a way to increase your impact, carry out your charitable wishes, and receive possible tax advantages.
What can you give?
Cash is a common gift, but you can also donate many other assets, sometimes with significant tax advantages. These can include stocks, bonds, mutual funds, real estate, farm commodities, life insurance, IRAs and other retirement accounts, coins, toys, stamps and other collections.
What gifts help now?
Donor advised funds
You may donate cash or other assets (see above) to your own personal donor advised fund. The asset is usually sold and the money is then available for
distribution to IU at any time you wish. This tool is particularly advantageous for appreciated assets.
Individuals can give assets, including bequests, to establish a donor advised fund in your family name. It is an alternative to a private foundation. The family decides together about annual charitable distributions, and as a result, establishes a legacy of giving.
Charitable lead trusts
This arrangement provides current income from your gifted assets to IU for a period of time but returns the assets to you or your heirs.
What gifts help later?
Charitable bequest plans
Indicate in your will, or by beneficiary designation, that a portion of your assets should be left as a bequest to IU. A bequest may simplify your estate and reduce estate and inheritance taxes.
Give an existing policy or apply for a new one, of which Mennonite Foundation is both owner and beneficiary. Annual premiums can be paid through your donor advised fund and IU will receive the life insurance proceeds upon your death.
Retained life interest
You give your home or farm while continuing to live on the property for your lifetime. You receive an immediate tax deduction, and the property is sold at your passing, with the proceeds distributed according to your charitable recommendations.
What gifts give back to you?
You may give cash or securities and in return, you receive guaranteed lifetime annuity payments at a fixed rate. At the end of your lifetime, the remainder goes to IU. Immediate or deferred annuities are available.
Charitable remainder trusts
A gift of real estate or securities is received into a trust, converted to cash and invested. You receive income from the trust, and the remainder goes to IU after you pass away.
If you have or intend to include Immaculata in your gift planning, please fill out this Bequest Intention Form.
Completed forms can be emailed to:
Or mailed to:
Sister Rita O’Leary
Villa Maria #223
1145 King Road
Immaculata, PA 19345