Getting
Started: Wealth Replacement Trusts
Perhaps you would like to make a sizable contribution to St. John's
University now to help meet our current needs, but you don't want
to reduce the estate you will pass to your family.
Preserve
Your Assets Through a Wealth Replacement Trust
Madeline, a 65-year-old widow, would like to make a major
charitable gift, but she cannot afford to reduce her income.
Moreover, she does not want to deprive her son, Henry, of his
inheritance, especially because a childhood accident left him
unemployable.
For additional information on gift planning, contact Susan
Damiani, Director of Gift Planning, at (718) 990-7562 or e-mail damianis@stjohns.edu