Planned Giving

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Is This Gift Right for You?

A charitable gift annuity works for Saint Leo University supporters who would like to make a gift and receive steady payments in return.

Fast Fact
You Need a Will.When you arrange a charitable gift annuity, you're allowed an income tax charitable deduction in the year you set up the gift annuity when you itemize on your taxes. The size of your deduction depends on the amount we’re expected to receive some day in the future.

Profile of a Giver
  • You want to support Saint Leo University over the long term.
  • You desire stable payments that are unaffected by changes in the economy.
  • You are nearing retirement and would like to arrange for an extra steady stream of payments to supplement other retirement income, either now or later.
  • You are able to part with cash, stocks or other assets today while maintaining and possibly increasing income received from these assets.
  • You desire income tax relief this year.
We Can Help
Contact Dawn Parisi at 352-588-8251 or dawn.parisi@saintleo.edu with any questions about setting up a charitable gift annuity with Saint Leo University. We're happy to help, without obligation.






Charitable gift annuities may not be available in all states.

Copyright © The Stelter Company, All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.


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University Advancement

PO Box 6665 MC2227
33701 Highway 52
Phone: 352.588.8250  |  352.588.8669