Holy Names University HNU Home | Contact HNU | Directions | Cushing Library
Holy Names University
Donors
Support HNU
Celebrating 140 Years in Oakland

Planned Giving

The six young Sisters of the Holy Names of Jesus and Mary who, in 1868, founded what is now Holy Names University could not have imagined how this sacred institution would grow and flourish into the twenty-first century. For many years, the sisters were the University’s primary “endowment.” Their work as the administrators, faculty, and staff of the institution made it possible for all qualified students, regardless of financial circumstances, to receive a post-secondary education.

Today, Holy Names University continues to enable deserving students to receive a quality education, while upholding and promoting the educational goals of the Sisters of the Holy Names. We continue to challenge our graduates to learn and grow beyond their expectations and to prepare for a professional career. Like their many predecessors, today’s students appreciate the personal attention and supportive learning environment that are integral to the HNU academic experience and they are encouraged to integrate their faith into their educational and professional experiences.

Your investment in HNU will ensure that the institution maintains its advantage in this world of greater competition in higher education. A planned gift will enable you to satisfy personal planning needs in addition to providing the University with important, long-term support. Deferred planned gifts can take several forms including bequests, endowed scholarships, charitable trusts, and life insurance.
  • Bequests
  • Endowed Scholarships
  • Charitable Trusts
  • Life Insurance

Bequests

Many of our alumni and friends designate support for Holy Names University by means of a bequest. Gifts under wills have become an important part of the philanthropic tradition because they enable you to make significant gifts that you may not have been able to make during life. Bequests can designate that the University receives a specific dollar amount, a portion or percentage of one's estate, or a specific gift. Click here to learn about Eva McLean’s (Class of ’50) bequest.

Securities/Stock

Donors may prefer to give the University a gift of stock. They may be wired directly into a Morgan Stanley Dean Witter account which the University maintains for that purpose. Ask your broker to wire transfer the stock to:

Morgan Stanley Dean Witter

c/o John McKenna
One Kaiser Plaza, Suite 900
Oakland, CA 94612
510-839-8080
DTC # 0015

The stock should be deposited to:
Holy Names University Account # 104-128367

The date of the gift is the date the stock is received in the HNU account at Morgan Stanley Dean Witter. It is valued at the mean value of the stock trades on the day of the transfer. Click here to learn about Elana Hunter Hall’s (Class of ’60) gift of stock.

Endowed Scholarships

Gifts of scholarship funds enable you to collaborate with the Sisters of the Holy Names of Jesus and Mary in the provision of scholarship support for bright, talented, and dedicated students in need of financial aid, while providing encouragement for students to continue their educational pursuits. Many of the students have chosen to come to Holy Names because of our collegial atmosphere, committed faculty, desire for personalized attention, and interest in a Catholic education. Scholarships are distributed to qualified students whose education would most likely be discontinued or interrupted due to lack of financial support. Click here to read about Wesley and Martha Jones gift of an endowed scholarship.

Charitable Trusts

The charitable remainder trust is a popular plan because of the financial- and estate-planning flexibility it offers. This trust is similar to other types of trusts, except that Holy Names University receives the remainder interest. You transfer property under a trust agreement that specifies how trust income and principal are to be distributed, and the trust may be created to become effective during life or at death. Click here to learn about Geraldine Hobgood’s (Class of ’48) Charitable Remainder Unitrust.

Life Insurance

Life insurance itself can be the direct funding medium of a planned gift, permitting you to make a substantial gift for a relatively modest annual outlay. Insurance can also replace the value of an asset given to Holy Names University.

 

Marie Rose Durocher Legacy Society

The University recognizes donors who have indicated that HNU is part of their estate plans by engraving their names on the permanent HNU Legacy Society plaque that is located in the lobby of the Hester Administration Building, unless, of course, a donor prefers to remain anonymous.

Examples of gifts that make you eligible for the Legacy Society may be arranged through:

  • A bequest in a will, or a designation of Holy Names University as a beneficiary in a living trust, insurance policy, IRA, Keough, 401-K or profit sharing plan.
  • The establishment of a highly tax-advantaged trust (for example, a Charitable Remainder Trust or Charitable Remainder Unitrust) providing income to family and friends during their lives and the principal to Holy Names at their death. Such a trust may also be set up so that income goes to the University and the principal goes to your heirs.
  • A gift of real estate entitles you to an income tax deduction for the property’s full appraised fair market value. Almost any marketable real estate is suitable for a charitable gift, including personal residences. Unencumbered property is preferable and generates the greatest tax benefit.
  • A contribution to the Holy Names University Pooled Income Fund which provides income to beneficiaries, you or others you name, with the principal left to Holy Names at the death of the beneficiaries.

Click here to view and print the HNU Legacy Society Provision Form.
Upcoming Events
Spring Semester Begins
January 12th
HNU Annual Donation Day
February 17th
Campus Visit Day!
February 21st