Planned Gifts | Mount St. Joseph University

Campus is closed until 10 a.m. on Wednesday, March 21, due to weather.

Plan Your Gift

Planned giving allows you to make a charitable gift in a way that provides maximum benefit to the charity and to the donor. These gifts usually involve major assets and require thoughtful consideration. They can take many forms, including:

  • Bequests
  • Retirement plan assets
  • Life insurance
  • Life income gifts, such as gift annuities and charitable trusts

While making a well-planned gift to Mount St. Joseph University can be challenging and somewhat time-consuming, it also can be one of life's most satisfying experiences. Here are four steps to guide you through making a fulfilling planned gift:


  • What you would like to accomplish with your gift?
  • Your assets, especially appreciated assets.
  • Your family and other obligations.
  • If you need lifetime income from your gift.

Learn More

  • Gather information and advice.
  • Contact the Planned Giving Office at the Mount or other charitable organization.
  • Share your goals and objectives.
  • Seek the counsel of a trusted financial advisor.


  • Be sure you've considered this carefully and gathered appropriate information
  • Take that big step…make your planned gift!
  • The act of giving a well-planned gift can be exhilarating!

Notify the University

  • Share the good news! Let the Mount know about your planned gift.
  • Allow us to thank you for your generosity.
  • Help the University plan for the future.
  • Inspire others with your example.

Contact Information

Email Mark Osborne, Coordinator of Annual Giving and Young Alumni Programs, or call (513) 244-4892 or (800) 654-9314. He can help you create a charitable gift plan that will fulfill your financial and philanthropic goals.