Leaving a Legacy
Planned gifts provide long‑term stability for scholarships, academic programs, and the future of the College. By sharing your plans with us, you help CSM plan responsibly for years to come, while retaining full flexibility and control over your estate and caring for the people you love.
Contact a Gift Officer

Cara Grefe
Planned Giving Officer
[email protected]
402-339-2458
Ways to Make Your Planned Gift
College of Saint Mary
Federal Tax ID
47-0424785
Gifts of Stocks and Sercurities
Giving stock to support College of Saint Mary is a meaningful way to invest while potentially receiving valuable tax benefits. When you donate appreciated securities you’ve owned for more than one year, you may qualify for a federal income tax deduction based on the full fair market value of the stock at the time of your gift (regardless of what you originally paid for it). In addition, you can typically avoid paying capital gains tax on the increase in value that would apply if you sold the securities yourself.
Stock Gift Transfer Mail To Information
Morgan Stanley
ATTN: College of Saint Mary Portfolio Associate
13625 California St., Suite 400
PO Box 2779
Omaha, NE 68154
College of Saint Mary Stock Information
DTC ID: #0015
Account: 361-107125-095
Tax ID: #47-0424785
Before making a transfer, please complete the Donor Notification Pending Stock Gift.
Important information for gift of stocks and securities: This is not intended as tax advice and we recommend you speak with your tax or financial advisor.
Charitalbe IRA ROLLOVER
If you are 70 1/2 years old or older, you can take advantage of a simple way to give to College of Saint Mary and receive tax benefits in return. You can give up to $111,000 from your IRA directly to CSM without having to pay income taxes on the money.
You pay no income taxes on the gift, and because the transfer generates neither taxable income nor a tax deduction, you benefit even if you do not itemize your deductions. Additionally, if you have not yet taken your required minimum distribution for the year, your IRA charitable rollover gift can satisfy all or part of that requirement.
Have questions about this gift? Let’s talk. Call us 402-399-2331 or email us [email protected].
DONOR ADVISED FUNDS
If you have a Donor-Advised Fund (DAF), you can recommend a grant to College of Saint Mary. Simply contact your fund sponsor, let them know of your recommendation, and provide the following information about CSM:
Legal name: College of Saint Mary
Mailing address: 7000 Mercy Road, Omaha, NE 68106
Federal Tax ID: 47-0424785
For more information about Planned Giving or Donor Advised Funds please contact us.
Donor-Advised Funds streamline the giving process to make it easier to support causes you care about, including CSM. You start by setting up a fund through a sponsoring organization—often a community foundation, public charity, or investment firm. Financial firms such as Charles Schwab, Fidelity, and Vanguard , offer Donor-Advised Funds brokerage accounts. You then make contributions of cash, stock, or other assets to your Donor-Advised Fund and take an immediate charitable deduction.
Once established, you can recommend grants to College of Saint Mary and may even be able to direct your support to specific priorities. Although you do not receive an additional tax deduction from these grants, the contributions to your DAF are generally deductible, and any investment growth is usually tax-free.
Important: This is not intended as tax advice and we recommend you speak with your tax or financial advisor.
estate and other planned gifts (Bequests)
The easiest and most straightforward way to make a legacy gift is through a bequest, which allows you to support the college without drawing from your current income. Simple bequest language might right like this
I give and devise to College of Saint Mary, Omaha, NE, _________ (list the amount, percentage, or specific items) to be used for its general support (or to support a specific program or fund).
Other options that benefit both you and CSM include: charitable gift annuities, life insurance policies, retirement accounts, living trust, or will.
Inform the college of your gift by submitting a Letter of Intent Estate Gift Form. Your commitment will remain fully revocable and can be modified at any time.