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  • Planned Giving

    Learn About Wills and Bequests

    What are the benefits of making a bequest?

    1. You leave a lasting legacy at Susquehanna based on your values
    2. You have a positive impact that may be greater than what you could contribute in your lifetime
    3. You lessen the burden of taxes on your family
    4. You may receive estate tax savings

    How can I learn more?

    How do I make a bequest?

    A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Susquehanna University as part of your estate plan.

    What are my options?

    A bequest can be made in several ways:
    1. You can gift a specific dollar amount or asset
    2. You can gift a percentage of your estate
    3. You can gift from the balance or residue of your estate
    4. You can make a beneficiary designation of certain assets

    How do I get started?

    How do I notify Susquehanna of a bequest I've already made?

    Contact us via phone or email, or fill out the form here. We'd be happy to discuss your estate plans and intentions, then help you complete the Statement of Legacy Intent to be welcomed into the John App Circle, Susquehanna's legacy society.