Wills and Living Trusts
The Easiest Way to Make an Impact
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Interested in helping Our Lady Of The Lake University with our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.
By including a bequest to OLLU in your will or living trust, you are ensuring that we can continue our mission for years to come.
Check Out This Potential Scenario
- Contact Georgina Schmahl at 210-431-3955 or email@example.com for additional information on bequests or to chat more about the different options for including OLLU in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include OLLU in your plans, please use our legal name and federal tax ID.
Legal Name: Our Lady of the Lake University of San Antonio, Texas
Address: 411 SW 24th Street, San Antonio, TX 78207
Federal Tax ID Number: Please contact us for our federal tax ID number.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.