IMPORTANT PLANNED GIVING INFORMATION

Friday, June 19, 2009
Reunion Weekend

Still need CLE, CPU or CLE credits?
John Carroll University is pleased to offer a seminar providing Continuing Education Credits in Charitable Giving. Details coming in April

Browse a Planned Giving Guide

MAGIS LEGACY SOCIETY
The Magis Legacy Society honors graduates, friends, and parents who have remembered John Carroll University in their estate plans. 

Magis is a Latin word meaning “more,” and represents the Ignation ideal of doing more for others.  Through the Magis Legacy Society, John Carroll pays tribute to St. Ignatius as we honor and remember the JCU benefactors who share his ideals and support the Jesuit, Catholic system of education.

For more information regarding The Magis Legacy Society and planned giving,
please contact Patrick J. Ertle, Esq. at 216-397-1977 or email him at pertle@jcu.edu or Peter Bernardo at
216-397-4217 or email him at pbernardo@jcu.edu.

PLANNED GIVING
Planned Giving is a way for donors to fulfill their philanthropic goals while advancing their personal and financial objectives by giving through their estate.  Many planned giving options are available to best suit the donor’s needs and wishes:

• Charitable gift annuity
• Bequests
• Retained life estate
• Wealth replacement trust
• Charitable remainder trust
• Charitable lead trust
• IRA

For more information on planned giving, please contact Patrick J. Ertle, Esq. at 216-397-1977 or email him at pertle@jcu.edu or Peter Bernardo at 216-397-4217 or pbernardo@jcu.edu.